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Investor's Guide Advises Tax-Efficient Portfolio Shifts
Sam Shulsky outlines a 25 year stock build with names like American Brands, General Motors, Exxon, Royal Dutch and Niagara Mohawk. He suggests tax-aware strategies to trim capital gains taxes by selling only when yields dip and gradually shifting to higher income producers, bonds, or preferreds, to sustain retirement income without large tax hits.
MENTIONED IN THIS ARTICLE
Sam Shulsky
ATV
Atlantic City Electric
Columbia Gas
Continental Telephone
I Phone
General Motors
General
Toto
Niagara Mohawk
Tel Park Telephone
Pone Wana
Niagara
Mohawk
Ats
North