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Pro-Tip: Tax-Efficient Portfolios

Pro-Tip: Tax-Efficient Portfolios

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Learn how you can reduce your annual tax liability and keep more of your money invested.

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Securities and investment advisory services offered through Osaic Wealth,Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc. and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your specific situation.

* Real estate and private credit strategies offered through broker-dealer’s wealth management platform.

This material is for general information purposes only and should not be considered a recommendation to buy or sell any security, or of a specific investment strategy. All investments involve the risk of potential investment losses and no strategy can assure a profit.

(1) InvestmentNews 2020

(2) JD Power 2019

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