5 Tax Optimization Tricks Every Investor Needs To Know
Yahoo Finance·2026-02-04 19:55
When it comes to tax planning, especially if you’re an investor, awareness can make a huge difference between success and failure. “Paying attention to timing, account types and how different decisions interact can make a meaningful difference over time, even if no single move feels dramatic on its own,” said Taylor Kovar, certified financial planner (CFP), CEO of 11 Financial. Here’s a look at five expert-backed tax optimization tricks for investors to consider now that the new year is here. Maximize ...