Updated Thursday, April 24, 2014 as of 7:36 AM ET
5 Tax Rules for Investors
Sunday, February 2, 2014
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Compared with taxes, investing seems simple. As a CFP and CPA, a very large part of my practice is focused on maximizing tax efficiency, a strategy that often saves clients tens of thousands of dollars annually. With the higher 39.6% marginal tax bracket and the 3.8% passive income Medicare surtax in effect, tax efficiency is more important than ever.

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