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by ed25519FUUU
2149 days ago
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Other than perhaps tax-loss harvesting and muni bonds, my experience is that financial advisors know next to nothing about taxes. They aren’t accountants, and only know securities and derivatives and other basic investment vehicles. They might have access to some exotic things that could be tax-advantaged, but again they aren’t accountants, and could care less what you pay on your gains. In fact I would wager to say skillful accountants might have better investing advice for the rich than most any financial advisor. |
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