financial FOCUS. Top Year-End Investment Tips

November 2011
PN;Nov2011, Vol. 65 Issue 11, p22
Trade Publication
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.


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