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The new tax law brings both good and bad news to almost every investor. Here are nine significant provisions that could matter to you and your clients.
As taxes rise, investors will pay closer attention to how taxes are affecting their portfolios—especially as they near retirement. The "Tax Control Triangle" is a framework for discussing the idea of asset location so almost anyone can understand.
The American Taxpayer Relief Act of 2012 has passed. The 2013 inflation adjustments are in. Here is what you need to know about the various tax brackets, thresholds, limitations, and exemptions for 2013.
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