Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
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Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Understanding how capital gains are taxed may help you refine your investment strategies.