The Risk of Being Too Tax-Efficient in Investment Strategies

Oct 20, 2016 / By Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC
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It’s appealing to manage investments tax-efficiently, but don’t defer capital gains for too long. When the taxable event finally occurs, the sheer size of those gains could propel investors into higher tax brackets and end up costing them more.

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