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Strategies to Help Clients Take the Bite Out of Taxes

from Nasdaq

Advisers may be overly focused on helping clients generate as much income as they can from their investments at the expense of another important objective: They're not thinking about how to maximize their clients' after-tax investment return to generate what in industry parlance is known as "tax alpha." That was the overarching takeaway from a webinar recently hosted by Financial Planningon on ways to minimize clients' tax exposure. more

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