💰 4 Strategies to Reduce Taxes in Your Portfolio You’ve heard of asset allocation, but what about asset location? 📍 Where you hold your investments can be just as important as what you invest in when it comes to lowering your tax bill. In this new conversation, Thomas C. Martin with Martin Heritage Group and Erin Kennedy break down 4 simple but powerful strategies that could help keep more of your money working for you: ✅ Traditional vs. Roth IRAs and their unique tax advantages ✅ Tax-loss har
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