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If you take a quick look at the history of taxes in the U.S., you'll see that taxes have a volatility all their own. So how do you protect clients against future tax bills when you have no idea where rates are headed? Hedge by using strategies that diversify clients' holdings across today's—and possibly tomorrow's—rates.
Reinvested dividend distributions must be calculated into taxes once you sell a fund.
By 2010, about one in three households will be ensnared in the alternative tax system.
The proposed changes designed to simplify the tax code may just make it more cumbersome.
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