Financial Planning: Tax-managed portfolios can mean percentage points
by Contributing Columnist
Published: May 6,2012
Tags: estate taxes, federal income taxes, financial planning, Health Care Act, HORNE LLP, Medicare, personal finance, Stan Purvis, wealth advisors
By Stan Purvis The ongoing public policy debate on federal income and estate taxes has increased investor concerns. Investors are concerned about the uncertainty of new tax laws and the impact the tax increases will have on their lives and family. The ballooning federal annual deficit and federal debt and how to best deal with [...]
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