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Get Ready For The New "Basis" Reporting Rules

Beginning next year, new reporting rules could make it easier for investors to report the tax consequences of securities sales. Responsibility for establishing your “basis” is being shifted to brokers...

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Don’t Get Tripped Up By A Wash Sale

Are you eyeing your portfolio with year-end investment loss harvesting in mind? Before you place those sell orders, take a moment to review the “wash sale” rules. A wash sale occurs when you sell a...

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