Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
Get a plan for debt paydown Clients should calculate their return on investments when calculating returns and debt paydowns to help with their decisions involving capital allocations, according to Morningstar. One tip is to write down all their debts; including mortgages, home equity loans and credit cards, as well as account for the interest rates. Some of the loans, such as mortgage interest payments, are tax deductible, but the tax benefits may not be optimal.
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