TITLE

financial FOCUS. Top Year-End Investment Tips

AUTHOR(S)
JONES, DANIEL C.
PUB. DATE
November 2011
SOURCE
PN;Nov2011, Vol. 65 Issue 11, p22
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article focuses on year-end investment tips for people with disabilities. It says that review of overall portfolio must be the first step in investment planning process to aid decide when to make the rebalancing either before of after December 31 for taxes. It mentions the consideration of the tax consequences or losses in the year. It adds that tax advantage can be maximize when one sells his stock, fund or exchange-traded funds by using the average cost per share to calculate mutual fund.
ACCESSION #
66733691

 

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