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Investing Specialists

Tax Moves That Could Save You a Bundle

Readers discuss how they used the last bear market to their tax advantage, the role of donor-advised funds, and more.

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For most investors, a bear market like the one that pummeled stocks in 2008 and early 2009 is just about the last thing they ever want to see again. But proving that, even in investing, every cloud does have a silver lining, some investors were able to take advantage of that short-term drop in stock prices by making tax moves that would later pay off in a big way.

Morningstar.com readers shared these and other helpful tax tips in response to a question posted to our Personal Finance discussion board last week. On the heels of an earlier question asking readers to share their worst investing-related tax blunders, readers this time shared their best tax moves. Take a look and you might just pick up some tax-savvy pointers, or at least some ideas to get you thinking about how to manage the impact of taxes on your own portfolio. You can read the full conversation by clicking here

Adam Zoll does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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