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Home» Product » Calculation and Reporting of After-Tax Performance

Calculation and Reporting of After-Tax Performance

Posted by admin - May 17, 2014 -
0

$25.00

Author: Lee N. Price

SKU: Winter19961-2-1 Category: Articles Tags: After-Tax Performance, article
  • Description

Description

The investment performance that really matters to a taxable client is what is left after all taxes are paid.  Many managers appreciate this but realize that including the negative impact of forced capital gains realization due to client withdrawals will significantly penalize their average after-tax performance.  The author suggest the creation of after-tax composites by making a critical ajdustment for non-discretionary withdrawals.

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