Slide Show | February 2016

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Most-Overlooked Tax Breaks for Investors

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Because federal tax law reaches deep into all aspects of our lives (as well as our pockets), it's no surprise that the rules that affect us change as our lives change. This can be particularly advantageous (or threatening) to investors. Different investments can be treated in vastly different ways by the Internal Revenue Service. As portfolios change over the years, so do the rules that apply. Being alert to the shifting landscape is the key to holding down your tax bill.

Most-Overlooked Tax Breaks for Investors

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