4 Best Practices for Building a Tax-Efficient Portfolio

Let your time horizon lead the way, employ tax-efficient equity strategies, make sure not to trigger your own taxable events, and maintain tax diversification throughout retirement, says Morningstar's Christine Benz.
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[@littlestockguys7290]

Nice general overview but nothing here about charitable remainder trusts which are very tax efficient

[@harrychufan]

But with CRTs you don’t actually get to keep the money. You’re donating it to a charitable trust.

[@TerraFirmaX]

is that Kripkee's brother?

[@sergioramio]

she probly gains 10 percent max ne?