Tax Savvy Investing, Part 2: Location, Location, & Teamwork
In Part I of our series on Tax Savvy Investing, “Keeping More For You,” we explored how to engage in year-round tax-wise investing by adopting your own best practices as well as by favoring fund managers who are likewise keeping a tax-efficient eye on their offerings. There are two other important areas to tend to as part of your due diligence: your investment portfolio’s tax-efficient management and your advisers’ tax-efficient teamwork.
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