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Simplify Your Investments

The Meaningful Money Personal Finance Podcast

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Is There a Way of Selling These Questionable Investments Without Hitting Tax?

Capital gains dies with the holder as well. You could live with most of that and do your little movements every year. I wouldn't just incur your momma tax hit for no reason. So next time we'll be talking about simplifying your annual review. This is a logical follow-on from simplifying pension investments. We'll also talk about how to keep things simple and avoid complexity creep.

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