Year End Tax Planning and Portfolio Management Marc To Markets

The end of the year always comes with lots of discussions about capital gains, income, and all aspects of taxes. This episode is a deep dive on taxes and how best to manage a portfolio to limit the tax liability. To learn more I'm joined by John McLaughlin, the Director of Tax and Transition Services at Bernstein. We cover everything from how managing for after-tax return is not only an end-of-year exercise; how to customize a portfolio for every investors unique tax circumstances; the develo...