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Advanced Personal Financial Planning Conference 2016

LL9 - Finding Tax Solutions through Rebalancing

Jan 19, 2016 4:35pm ‐ Jan 19, 2016 4:55pm


Rebalancing on its own can be a struggle, and adding into that equation the need to be tax efficient and tax sensitive for your clients can make this task even more difficult. TradeWarrior takes into consideration these tax consequences by tracking year-to-date gains and losses and displaying them so you can take the necessary steps to deal with each individual situation. TradeWarrior is a Household based tax-aware trading program. It is the product of years of in-depth research on portfolio trading and rebalancing and offers all investment professionals the opportunity for powerful portfolio management tools at a reasonable price.


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