Minimize Taxes

Paul Justice, ETF Strategist
We don't expect this year to be as painful as last, but be careful.
Karin Anderson, Mutual Fund Analyst
Despite their recent run-ups, these funds still offer a big break on taxes.
Perspectives: Patterson Advisors
A recent IRS notice allows a participant or surviving spouse to roll over required minimum 2009 distributions from an IRA or defined contribution plan to another plan or IRA.

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