3 Portfolio Moves Before Year-End 2011

December, 2011

It’s hard to believe, but we are rapidly approaching the end of another calendar year.  Every year is a little different; thanks to our friends in Congress and the IRS; and 2011 is no exception.  With historic levels of market volatility experienced in 2011 and new tax rules effective this year, investors should carefully review the following items to see if they apply to their particular situation.  Pay special attention to the due dates, most of these actions must be completed by December 30th 2011; but some must be completed even before that!

This paper discusses the top three actions you may want to consider before year-end that may save you from a hefty tax bill.  Click below to order your free copy before its too late.

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