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How to be tax efficient with your investments.

Reducing the taxing effect on your investments is a sure way to increase your rate of return without taking more risk,

1-minute video on how to be tax efficient with your investments.


This video is for information use only and is based on information believed to be true. The reader acts on these ideas at their discretion and should consider consulting an accountant, financial advisor, or attorney. No promise is made that an idea or concept is appropriate or would work well for the reader. This is not an offer to provide legal advice or act as an attorney. Contact Steven Erickson JD, MBA, CFP(R), Accredited Wealth Management Advisor, Chartered Retirement Planning Consultant at This email address is being protected from spambots. You need JavaScript enabled to view it. , 573-874-3888, if you have questions or to set an appointment. Serving Clients in Columbia, Jefferson City, and the surrounding counties.

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