How to Protect Your Clients From Future Tax Bills

Apr 13, 2006 (Updated on May 27, 2009) / By Elaine Floyd, CFP®
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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.

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