By now, most advisors and investors are familiar with the tax increases that went into effect on Jan. 1. And hopefully those investors who were spared the recent tax rate hikes realize that they havent entirely dodged the tax bullet because taxes didnt go away.
Tax considerations have always been important for investors , regardless of their tax bracket, and theyre particularly important this year for investors who hold mutual funds in taxable accounts. Thats because, in addition to high rates, many funds will be nearing the end of their capital loss carry-forwards this year.
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