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2018 last-minute year-end stock portfolio tax strategies

December 12, 2018

If you have a stock portfolio, this issue of the Tax Reduction Letter makes must reading.

Why? Because it explains how you can turn your portfolio into a year-end tax reduction machine.

That’s right. If you know how to play the game, you can use IRS rules to dramatically slash your tax bill. And best of all, it’s easy to do.

Sound good? It is good as you’ll learn when you read my new article titled Tax Tips: 2018 Last-Minute Year-End Tax Strategies for Your Stock Portfolio.

Three ways our fact-filled article can help you:

  1. We’ll tell you the five tax rules you need to know to come out a winner. They cover the right way to handle short-term capital-gains, dividends, ordinary income, and much more. You’ll get lots of valuable information when you read the full article.
  2. You’ll learn seven strategies that can protect your portfolio from painful taxes. These strategies are derived directly from the tax code and can save you a lot of money and headaches. Before you buy or sell any stock before the end of the year, do yourself a favor and read the full article.
  3. We’ll explain why it’s so important to act promptly. The end of the year is right around the corner. Since it takes time for stock transactions to settle, and you don’t want to worry about settlement dates, get your portfolio tax-deduction optimized well before the end of the year. We suggest not later than December 21, 2018. You’ll get all the details when you read the full article.

Filed Under: Capital Gains, Charity, Investments, Losses, Parents, Relatives, Tax Planning

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