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Series: Year-End Tax Planning - Part III

12/6/2016

 
In the final part of our series of year-end tax planning, we will focus on tax-loss harvesting, and why consulting with an adviser is critical.  Tax-loss harvesting is a topic that is still relatively unknown by the average investor, but it has started to get more attention over last few years.  
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    Authors:
    Christopher J. Blair, CFP®, CPWA®

    Bryan M. Thaler, BFA™

    Click the names to learn more about the author.

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