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Planning for the uncertainty around tax changes

Many advisers are telling clients to wait until the smoke clears on Capitol Hill before making major tax planning decisions.

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Don t let the tax tail wag the investment dog draws critical eye from financial planners amid looming tax increases

It’s a cliche that’s out of date, advisors say; instead, investors should actively consider the tax consequences before making market moves.

United statesAlex bryanTim steffenDavid mcgranahanRobertw bairdBarry popikJoe bidenMorgan stanleyWealth impact partnersRelative value partnersBuild back betterPresident joe bidenOxford englishNorth americaWall streetPolitics and policy

Don t let the tax tail wag the investment dog draws critical eye from financial planners amid looming tax increases

It’s a cliche that’s out of date, advisors say; instead, investors should actively consider the tax consequences before making market moves.

United statesAlex bryanTim steffenDavid mcgranahanRobertw bairdBarry popikJoe bidenMorgan stanleyWealth impact partnersRelative value partnersBuild back betterPresident joe bidenOxford englishNorth americaWall streetPolitics and policy

Wait-and-see works better than overreacting to possible tax changes

Ever since Democrats gained control of Congress and the White House, advisers have braced for tax increases affecting their wealthy clients.

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The Latest on ETF Tax Changes and Model Portfolios

The Latest on ETF Tax Changes and Model Portfolios
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