After-tax return shows what an investor actually keeps after taxes are paid on interest, dividends, and capital gains. This video explains how to calculate after-tax return and why it’s a critical measure of an investment’s true effectiveness.

You’ll learn:

• The formula for calculating after-tax return

• How taxes affect different types of investment income

• Why after-tax return is more meaningful than nominal return

• Common tax scenarios and how they appear on exams

• How to apply this concept to suitability and portfolio questions

📘 Related Exams: Series 6, Series 7, Series 65, Series 66
🧠 Skill Level: Intermediate
📈 Topics Covered: Taxation of investments, return calculations, portfolio analysis, investor income