Lexington Community Education
“It’s the poet’s job to figure out what’s happening within oneself, to figure out the connection between the self and the world, and to get it down in words that have a certain shape, that have a chance of lasting.”
-Galway Kinnell (1927-2014)
All Courses >> BUSINESS CAREER & FINANCE >> The Tax Side of Investing

The Tax Side of Investing (BTSI)
Start Date:Tuesday, February 6 (1 meetings)Location: 225, LHS
Instructor: Glenn Frank Meeting Time: 7:00 PM - 9:00 PM
Tuition: $25($20 for seniors)Status: Running/Still Openings

For most long-term investors, there is only one objective-maximum total real return after taxes -John Templeton
As often the largest investment expense, taxes can have a retirement impairing impact on your portfolio. Each step in the 5 Step Investment Process has material tax implications. Learn how to minimize taxes without compromising the essence of your investment strategy. Topics include: managing capital gains and losses; charitable and family gifting; estate step-up; concentrated low basis positions; locating which investments in IRAs, ROTHs, brokerage accounts; retirement drawdowns from which accounts IRAs, ROTHs, brokerage. Resources provided on how to use basic tax law to your advantage. It is not that complicated!