Notes on tax-aware investing.
NEWSLETTER
Occasional notes for high-tax-bracket investors — written by Jason R. Escamilla, CFA. No filler, and nothing you can't unsubscribe from in one click.
What it covers
- Tax-aware investing. Direct and personalized indexing, tax-aware long/short, and what loss harvesting is actually worth at your bracket.
- Concentrated stock. Hedging, monetization, and diversification paths for an appreciated single-stock position — and their tax consequences.
- Retirement accounts. RMD rules, Roth and backdoor Roth mechanics, solo 401(k) limits and deadlines — the reference material we keep current.
- Rules that changed. When a limit, bracket, or deadline moves, what it means for a high-tax-bracket investor — without the newsletter filler.