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Investing Specialists

5 Tax Pitfalls to Avoid in a Lofty Market

What helps improve your portfolio can also increase the taxes you owe.

I’ve said it before: When it comes to portfolio management, a policy of benign neglect invariably beats a too-active one.

Yet even hands-off investors should consider changes once in a while. Portfolio contents shift around--sometimes substantially. Account types that made sense for you at one life stage may no longer fit. And so on. To set your portfolio up for good results in the future, sometimes you have to take action.

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