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Could a Portfolio Line of Credit Be Right for You?

One of the biggest problems with investing is taxes. Aside from Roth accounts, the tax man will eventually come for his share. Either yearly or when you withdraw funds, the IRS will take its piece. Navigating taxes is a constant battle and there are numerous strategies in place to help mitigate the effects of taxation on one’s portfolio. And there’s one strategy that could be particularly advantageous in the current environment – we’re talking about a portfolio line of credit.

Given the overall low interest rate environment and record gains over the last decade or so, many investors are sitting on some large tax bills. A portfolio line of credit could be used to tap those gains while staying invested and avoiding taxes.

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