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Tax Diversification

Submitted by RMT Wealth Management | Tax Efficient Investment Strategies on October 26th, 2016

For Increase in Retirement Income You Need Tax Diversification

One of the most important tenets of investing for retirement is to diversify broadly for the long-term returns in your portfolio. However, for a better outcome in generating additional retirement income, special attention needs to be given to achieving optimal tax diversification.

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Securities and Investment Advisory Services Offered through H. Beck, Inc. Member FINRA, SIPC H. Beck and RMT Wealth Management are not Affiliated .

Neither RMT Wealth Management nor H. Beck, Inc. offers legal or tax advice. For specific information that applies to your circumstances you should consult a qualified legal/tax advisor.

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About tax efficient investment strategies: Investing involves risks and there is no guarantee that any particular strategy will work under all market conditions or protect against a loss in a declining market.

Investments will fluctuate and may be worth more or less than when originally purchased. Diversification and asset allocation may reduce some risks of investing, but do not guarantee a profit or ensure against market losses.

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