A Tax-Efficient Portfolio Makeover May Be Less Painful Than You Think
March 18, 2017 -Proper accounting of cost basis is essential to avoid paying more taxes than you need to.
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Managing wealth is a complex and ever-evolving subject. Here you will find independent insights into the markets, articles and research on wealth management strategies and tactics, and financial assessment tools to explore.
Proper accounting of cost basis is essential to avoid paying more taxes than you need to.
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