Picture two investors.
Same account size. Same headline yield. A nice, fat number that looks great in a brochure.
On paper, they're identical.
Then tax season rolls around.
One of them keeps most of what that yield paid out. The other watches a big chunk of it walk out the door before it ever reaches their bank account.
Same yield. Same "income." Wildly different amount of money to actually live on.
Almost nobody is doing the math on the second number. The whole industry markets the headline rate; the one you see before taxes, before reality, before you get to spend a dollar of it. The number that actually matters, the one that lands in your pocket, barely gets talked about. And I’ve had enough of it.
So that's the conversation I'm having live on August 6 with Frances Newton, our CIO at Tuttle Wealth Partners and Si Katara, Founder and CEO of TappAlpha. We’ll be taking a candid look at why the old income playbook quietly costs you more than you think, and what to focus on instead.
No pitch. No hard sell. Just the number the industry would rather you didn't ask about.
Matt Tuttle
Important Risk Information Disclosure. Any performance figures, targets, or hypothetical outcomes discussed are not actual performance and do not guarantee future results. All investments involve risk, including loss of principal, and outcomes may vary materially based on market conditions. Any securities or strategies mentioned are for illustrative and educational purposes only and are not a recommendation to buy or sell. This content does not constitute investment, tax, or legal advice. Consult a qualified professional before making financial decisions.