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Investing Specialists

Investors, Don't Make These Tax Blunders

Mistimed sales, Roth-conversion mistakes, and failing to plan for unforeseen events top readers' lists.

It's often said that one shouldn't let the tax tail wag the investment dog, which is just a cute way of saying that tax considerations should not dominate one's investment decision-making process. However, that doesn't mean one should ignore taxes altogether, as tax-smart investing can pad investors' aftertax returns while tax-ignorant investing can erode them.