2nd Quarter 2017 Client Tax Letter

April 2017

BSLR Client Tax Letter Q2, 2017This issue includes articles on the following topics:

  • Be Cautious With Hard-to-Value IRAs
  • Drawing Down Your Portfolio in Retirement
  • How Investments in Gold Are Taxed
  • Foreign Stock Funds Can Be Doubly Taxing
  • Profit Sharing Plans for Your Small Business

Click here or on the image at right to download this issue.  Also check out the Client Resource companion piece for this issue.