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Tax Management

Page history last edited by blbarnitz 15 years, 11 months ago

Creation Date 05/13/08



Tax Basics

general tax factors, tax-advantaged accounts, taxable accounts, asset location, techniques of tax management


Specific subjects:

Tax Loss Harvesting

Specific Identification of Shares

Donating Appreciated Securities


Related Topics

Retirement Savings

Fiduciary Transfers

College Savings

Charitable Giving



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