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Tax efficient portfolios

• Are investment holdings which have both trading profits and tax minimization impact as goals. These portfolios recognize that the subsequent payment of taxes reduces the investor's after tax returns. When holdings are held by pension plans or tax deferred accounts, there is no immediate tax liability on realized gains. However, an investor holding mutual funds which have high rates of security turnover and significant realized gains are subject to immediate tax year liabilities.

 
 

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 Embedded terms in definition
 After tax
Held
Investor
Liabilities
Liability
Mutual funds
Mutual fund
Pension plan
Security
Subject
Tax deferred
Trading
Turnover
 
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