After-Tax Rate Of Return

After-Tax Rate Of Return

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: After-Tax Rate Of Return

After-Tax Rate Of Return definition:  After-Tax Rate Of Return is a performance measure that accounts for all taxes paid on capital gains, dividends, and income.  After-tax return is important for ultra-high net worth investors with taxable accounts.  Examples of investment activity that can have a big impact on after-tax return are municipal bonds versus taxable bonds and short term versus long term gains.

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