Thu, 15 Aug 2013
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Investors still need to plan for long -term tax hikes and keep AMT exposure, itemized deduction limitations, charitable distribution opportunities, and trust taxation on their radars, says Investor Solutions' John Pitlosh.
Tax advantages and economic moats allow master limited partnerships to offer investors much more than just high yields, says Morningstar's Paul Larson .
Ask yourself when you'll need the money, what your future tax bracket may be, and where you'll find the money to pay the taxes due upon conversion, says retirement expert Ed Slott.
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