How You Might Save on Taxes Just by Shifting Your Investments Around

A quick look at your tax return can reveal some easy ways to reduce your taxes this year. One is to reallocate your investment income to make it more tax-efficient. And it’s not as complicated as it sounds.

Hands hold a stack of money in front of a computer screen.
(Image credit: Getty Images)

Because most financial advisers do not look at an investor’s tax returns, they provide little guidance in making sure the portfolio is being managed in the most tax-efficient manner possible.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Mike Piershale, ChFC
President, Piershale Financial Group
Mike Piershale, ChFC, is president of Piershale Financial Group in Barrington, Illinois. He works directly with clients on retirement and estate planning, portfolio management and insurance needs.