Tax-Efficient Investing and What It Means to Your Portfolio

by William Reichenstein

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Is it possible to be a tax-efficient investor in an ever-changing tax environment?

Provisions of the current tax code are scheduled to sunset each year for the remainder of this decade, and new tax legislation is passed every few years. In this state of flux it may seem like a waste of time to focus on tax-efficiency.

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However, the keys to tax-efficient investing are provided in a relatively small number of tax provisions, and it is unlikely that these will be eliminated in the near future.

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