New US Tax Law May Reduce Portfolio Trading

Daniel B. Eagan, Paul Robertson and Tara Thompson-Popernik

By raising capital-gains tax rates for some investors, the American Tax Relief Act alters the ground rules for tax-aware trading. If your taxable income exceeds $400,000 (single filer) or $450,000 (joint filer), there may now be less trading in your portfolio because each trade must clear a higher hurdle. (more…)

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