CDs seem safe, but for high earners in high-tax states, those returns may cause more harm than good.

If you’re earning six figures or more, that advertised 5% yield can quickly shrink to 2.5% — or even less — once taxes are factored in. It’s not just about return; it’s about what you keep after taxes.

At Strata Capital, we help successful professionals pull back the curtain on conventional strategies that may not serve them as well as they think. In our latest video, I explain why CDs often fall short for affluent investors — and introduce more tax-efficient alternatives like municipal bonds and U.S. Treasuries that align with smarter, forward-thinking wealth strategies.

🎥 Watch the full breakdown here: https://youtu.be/MSLTyBrlleI

If you’re serious about optimizing your after-tax returns, it’s time to challenge the default advice and create a strategy that actually works for you.

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Видео CDs seem safe, but for high earners in high-tax states, those returns may cause more harm than good. канала Strata Capital