Be Tax-Aware for 2026: 3 Investment Strategies

Jan 20, 2026 / By Debra Taylor, CPA/PFS, JD, CDFA
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With the rise in values of clients’ retirement portfolios, planning for taxes becomes even more important. With the new taxation landscape, it’s a must-do time to update your knowledge…and offer tax-wise investment strategies for your clients. Here are three.

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