tax-efficiency
CommunityMaximize after-tax investment returns.
Finance & Accounting#retirement planning#investment strategy#tax loss harvesting#tax efficiency#asset location#after-tax returns
AuthorJoelLewis
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill helps users maximize their investment returns by minimizing the impact of taxes through strategic planning and optimization.
Core Features & Use Cases
- Asset Location: Guides placement of assets across taxable, tax-deferred, and tax-exempt accounts to reduce tax drag.
- Tax-Loss Harvesting: Identifies opportunities to sell losing investments to offset capital gains.
- Withdrawal Sequencing: Optimizes the order of withdrawals from different account types in retirement.
- Use Case: A user wants to understand how to best allocate their retirement and brokerage accounts to minimize taxes. This Skill can provide recommendations on which assets to hold in which account types.
Quick Start
Use the tax-efficiency skill to determine the optimal asset location for a portfolio with $500k in taxable, $500k in tax-deferred, and $200k in tax-exempt accounts.
Dependency Matrix
Required Modules
numpy
Components
scripts
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: tax-efficiency Download link: https://github.com/JoelLewis/finance_skills/archive/main.zip#tax-efficiency Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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