Must-Knows About Qualified Opportunity Funds
New tax codes offer tax deferral opportunities for realized capital gains when they’re invested in a Qualified Opportunity Fund. Wealth Advisor Helen Modly on what we know about how this new program will work, and some of its unanswered questions.
It rarely makes sense to let the tax tail wag the investment dog. You should not focus on tax savings at the expense of making concentrated investments in risky assets (and taking uncompensated idiosyncratic risks) often with high fees.
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