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Taking taxes into account

August 25, 2014
Provided by Rebecca Schoonover , Inter-Mountain

How many of us save and invest with an eye on tax implications? Not that many of us, according to a recent survey from Russell Investments (the global asset manager overseeing the Russell 2000). In the opening quarter of 2014, Russell polled financial services professionals and asked them how many of their clients had inquired about tax-sensitive investment strategies. Just 35 percent of the polled financial professionals reported clients wanting information about them, and just 18 percent said their clients proactively wanted to discuss the matter.

 
 

 

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