Ask Paula: How Can I Minimize My Taxes?
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Are You Getting More Tax Efficient Investments?
All three of these scenarios have significant downsides. And it's much more about picking which one you're most comfortable with, bonds reets or purchasing stocks and using a capital gains approach to sell off. The question that i was addressing was the broader question of, does it make sense to hold tax inefficient funds in a taxable account? So my question back to andy would be, what rate of return on his portfolio does he need? What's his bar and then can he make it work?"
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