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Tax Planning for Investment Portfolios

Posted: October 19, 2018

Fall has arrived in all its colorful splendor.  This means that the end of the year is closer than many of us would like.  It also means that there is no time to waste if you want to act to lower the taxes on the investment returns you collected during the year.  This post will provide you with information you will need to do so.  We begin with an overview of the various taxes state and federal governments impose on investment portfolios, and conclude with a list of steps you can take to lower (and perhaps eliminate) those taxes.  Let’s get started!  

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