How You Might Save on Taxes Just by Shifting Your Investments Around
Because most financial advisers do not look at an investor’s tax returns, they provide little guidance in making sure the portfolio is being managed in the most tax-efficient manner possible.
Without becoming a tax expert, you can learn to check a couple of simple things on your return to see if your investment income can be reallocated to help you cut your taxes.
Calculate Your Tax Bracket
The starting point to do this would be to verify what marginal ordinary income tax bracket you’re in.
The easiest way to find out would be to look at the Federal Income Tax Summary attached to the front
