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Tax-Smart Portfolio Moves for the End of 2024
Best Practices October 16, 2024 at 02:33 PM
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What You Need To Know
- Rebalancing should be done with an eye toward tax efficiency.
- Clients might have positions in their taxable accounts with both unrealized capital gains and capital losses.
- Investors might consider bunching up charitable contributions, or other expenses that can be itemized.
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