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Top 10 Tax Strategies

Bill Harris, founder of Evergreen Wealth, wrote the book on investment taxes and how to slash taxes. Deploy these ten strategies that can dramatically reduce the taxes on your investments.
Tax Loss Harvesting
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Tax Strategy 01
Tax Loss Harvesting
Offset taxable gains from selling your winners by harvesting losses
Tax Gain Deferral
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Tax Strategy 02
Tax Gain Deferral
Defer the sale of highly appreciated securities and pay less taxes in the current tax year.
Tax Exempt Securities
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Tax Strategy 03
Tax Exempt Securities
Triple-tax free municipal bonds are exempt from federal, state and local taxation.
Tax Deferred Accounts
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Tax Strategy 04
Tax Deferred Accounts
Roth IRA and Roth 401k accounts are tax-free forever.
Asset Location
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Tax Strategy 05
Asset Location
Put the right assets in the right accounts to avoid the costly mistake most investors make.
Tax Aware Allocation
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Tax Strategy 06
Tax Aware Allocation
Base the all-important asset allocation decision on real after-inflation after-tax returns.
No Short-Term Gains
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Tax Strategy 07
No Short-Term Gains
Active trading produces short-term capital gains which are taxes at the highest tax rate.
Tax Efficient Credit
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Tax Strategy 08
Tax Efficient Credit
Your portfolio is a source of low-cost credit with interest that is tax deductible.
Family Gifting
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Tax Strategy 09
Family Gifting
Maximize the value of your transfers to the next generations through tax-free gifting.
Charitable Giving
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Tax Strategy 10
Charitable Giving
Donate appreciated securities and pay no tax on the gain and also benefit from a tax deduction.
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