Retail investors may already be preparing for the start of the 2026 tax filing season, which the IRS announced this week will begin on Jan. 26.
Using tax-efficient investing strategies throughout the year can help minimize an investor’s tax burden and optimize their portfolio’s value for years to come, says Bill Harris, the founder and CEO of Evergreen Wealth, a financial advisory firm focused on maximizing after-tax wealth.
Here’s a look at more stories on how to manage, grow and protect your money for the years ahead.
Those include assessing which types of accounts you use for different investments, and being strategic about how and when you sell.
Tax-aware financial planning is the “single most important factor in investing that you can control,” said Harris, an entrepreneur who has held roles as CEO of PayPal, Intuit and Personal Capital. However, most people don’t plan ahead when it comes to taxes and their investments, he said.
