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Tax Diversification — Why It Pays to Tax Diversify

Tax Diversification -- Why It Pays to Tax Diversify 1

We hear a lot about diversifying across asset classes — owning stocks, bonds, real estate, etc. We also hear a lot about diversifying within asset classes — owning mutual funds of hundreds of stocks rather than owning a few individual stocks. But there’s another, lesser-known form of diversification from which you could benefit: Tax diversification. … Read more