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New 2024 Tax Rates On Capital Gains

What taxes will you owe on your capital gains? With a big year in the stock market in 2023 you could be facing a large tax bill.

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Best Practices for Tax-Efficient Portfolio Management

‘Asset location’ deciding which assets go in which accounts should be a dynamic process, argues financial planning expert Michael Kitces.

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How to Sequence Withdrawals in Retirement

Financial planning expert Michael Kitces discusses strategies to help retirees smooth out their tax bills in the drawdown phase.

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Active ETFs Take Off—3 Ideas for Investors

Plus, what Morningstar analysts think about Apple, SoFi, and Coinbase stocks after earnings, and ways to use asset location to minimize taxes.

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Active ETFs Take Off—3 Ideas for Investors

Plus, what Morningstar analysts think about Apple, SoFi, and Coinbase stocks after earnings, and ways to use asset location to minimize taxes.

United statesJack bogleJake vankersenMorningstar youtubeMichael kitcesIvanna hamptonMorningstar etfinvestorChristine benzMorningstar incMorningstar research servicesUs securities exchange commissionDimensional fund advisorsApp storeWyndham capitalYear over improvementWall street

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