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Asset Location Strategies - New Tax Laws May Mandate Change

By: Richard Feldman, CFP®, MBA, AIF®

You can improve your after-tax rate of return significantly by allocating your investment capital efficiently. The current tax law has made the question of where to hold assets a lot more important to individual investors because the spread between the highest ordinary income tax bracket (35%) and dividends/long-term capital gains (15%) is...

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