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Taxes Take the Glory Out of Investors’ Gains
You can help your clients keep more of what they make — with tax-efficient investing strategies
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Many Americans lose sight of the role taxes play in achieving, or falling short of, their long-term financial goals. They don’t realize that, if left unchecked, taxes can reduce returns by as much as 60%*.
The fact is, taxes on investment income and capital gains affect every investor — not just the ultra-wealthy. A constantly evolving tax code may mean greater tax liability in the future for all investors. Learn strategies and techniques you can put to work for your clients to build more tax-efficient portfolios. Your toolkit includes:
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