™Clear explanations
Understand the idea before choosing an action.
THE FINANCIAL LIFE COLLECTION
Both reading editions includedYOUR FINANCIAL LIFE COLLECTION
Both reading editions includedTHE COMPANION COLLECTION / Investor records
The Tax-Smart Investor Companion
Keep the records behind your investing clear.
An action-focused companion for tax lots, distributions, brokerage forms and year-round document organization.
29 pages per edition12 visual lessons, clearly connected
Dark + Light PDFsChoose the reading style you enjoy
Fillable worksheets5 practical tools to put ideas to work
Offline reading versionSave it. Print it. Go at your pace.
$7.99USD
Digital files · Personal use · Refund & access policy · Order help
Best for Organizing investment records before tax season.
Two PDF reading editions · 12 visual lessons · 5 practical tools · Personal use
Explore the six-guide collectionPractical tools
Worked examples, checklists and reusable worksheets.
Careful boundaries
Education with sources, review dates and clear scope.
A PRACTICAL NEXT STEP
What you will discover.
- Keep cost-basis and tax-lot records organized.
- Understand where broker reporting needs further checking.
- Prepare a useful year-end handoff for a tax professional.
General education and organization. This resource does not provide personal financial, investment, tax or legal advice.
INSIDE THE GUIDE
- 01Start with the account context
- 02Separate unrealized and realized
- 03Cost basis is a record, not a guess
- 04Each purchase creates a tax lot
- 05Holding periods affect character
- 06A distribution is not free value
- 07Net gains and losses carefully
- 08Read the whole wash-sale window
- 09Follow a replacement-basis adjustment
- 10Read broker forms as evidence
- 11Build a year-round records routine
- 12Hand off questions, not a mystery box
Includes original examples, practical worksheets, source references and a dated review record.
REAL PAGES, BEFORE YOU DECIDE
See the idea.
Follow the example.
Separate unrealized and realized
Original guide page 6
Cost basis is a record, not a guess
Original guide page 7
Read the whole wash-sale window
Original guide page 12
YOUR NEXT CLEAR STEP
Keep the records behind your investing clear.
Organizing investment records before tax season.
29 pages per edition · Dark + Light PDFs · Fillable worksheets
Digital files · Personal use · Refund & access policy · Order help
$7.99USD
Both reading editions are included in this one guide. No physical item is shipped.
KEEP THE WHOLE PICTURE
The book teaches the market.
The library supports the life around it.
Explore the main book’s stated scope and read its free chapter. Each resource has a clear job of its own.
Explore My Market Book
