Anchor Bay Tax

  • Creating Tax Diversification Using the “Tax Triangle”

    by

    jimallen

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    Diversification is an important component of the financial planning process. Most often we think of it in terms of portfolio diversification, using different asset classes like stocks, bonds, cash and real estate to hopefully reduce risk of loss and help meet our financial goals. However, diversifying your investments by tax treatment or “tax diversification” is…

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