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Many Funds Stress Year End Gifts
Warren Berry reports in Herald Tribune News Service that year end gifts and tax rules drive holiday money moves. Investors seek tax losses and use gifts to lower estate and income tax burdens. Mutual funds and trusts emerge as tools to transfer wealth while easing probate and tax costs.
MENTIONED IN THIS ARTICLE
Warren Berry
Herald Tribune News Service
New York
Uncle Sam
National Securities & Research Corp
District of Columbia
Forbes Advisory Institute, Inc