How to Avoid Investor's Most Taxing Problem

Peterson, David
March 2012
Investment Advisor;Mar2012, Vol. 32 Issue 3, p108
The article presents several strategies on how to avoid tax-related problems of investors in the U.S. The first step refers to investing in vehicles with low portfolio turnover as well as exchange-traded funds (EFTs). Another strategy is balancing the equity holdings with bond holdings. It also notes the need to use a loss harvesting strategy which is considered as an easy strategy to implement while maintaining a consistent asset allocation strategy and overall diversification.


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