If Tax Rates Rise Under Biden, Should Investors Realize Gains Now?

Overview

As the clock winds down on the U.S. election, many investors are interested in how a Biden administration would impact their taxes—particularly whether it’s more beneficial to realize gains today (pay now) or continue to defer gains into the future (pay later). It’s a big tax management decision for investors and advisors. We take a look at the implications of each choice.

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