Daily Archives: March 14, 2013

What does your tax-inefficient portfolio really cost you?

The majority of investors are still in a very favorable tax environment for long term capital gains. Until January 2013, all investors faced the lowest capital gains rate in the post-war period at 15%. Today, investors in the top tax bracket (married filers with income over $450,000) face a 20% capital gains rate and a […]

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