Tried-and-true tax strategies for tough economic times
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Description
Abstract: This article discusses three tax planning strategies for tough economic times: converting a traditional IRA to a Roth IRA; selling poor-performing investments to “harvest” the losses to offset net gains; and gifting assets or making intrafamily loans. But no strategy is right for everyone, so it’s important to work with a tax advisor to maximize opportunities while avoiding pitfalls.
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