Controlling What You Can - Show 59-3

Tuesday, November 20, 2012 2,717 views

When experiencing uncertainty, it's helpful to focus on what you can control. Mark and Tom provide guidance on what investors can control regarding their investments in an environment of potential higher capital gains taxes. They discuss how to invest with taxes in mind by addressing asset location (different than asset allocation). With a goal of maximizing after-tax returns, they also talk about tax loss harvesting and other wealth containment strategies.

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