“Charitable Clumping” – And Other Strategies To Reduce Your Tax Bill In This Lofty Market
Despite a number of anxiety-inducing market routs, stocks have performed quite nicely this year. That impressive performance, however, brings with it some potential problems for investors, including off-balance portfolios and taxes on gains. As the author of today’s article notes, “a lofty market environment presents a lot of potential tax traps, as the appreciated winners in a portfolio that are…