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Daily Archives: September 10, 2024

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Building a Sell Strategy: Balancing Risk, Tax Efficiency, and Retirement Needs

Case Study, Featured, Investment Selection, Nearing RetirementBy Editorial TeamSeptember 10, 2024

Research Analyst Nick Antonucci, CVA, CEPA, and Managing Associate K.C. Smith, CFP®, CEPA, discuss making informed decisions about what, when, and how much to sell from your portfolio, including key strategies for maximizing income, managing risk, and avoiding tax pitfalls.

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