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What’s Your Real Return

| November 18, 2024

As an investor, you probably track the return on your investments. But it’s likely that you look at the nominal return, which is the percentage increase or decrease in the value of an investment over a given period of time, usually expressed as an annual return. To estimate actual income or growth potential in order to target financial goals, such as a certain level of retirement income, it’s important to consider the real return, which includes the effects of taxes and inflation.

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