3rd Quarter 2017 Client Tax Letter

July 2017

BSLR Client Tax Letter 2017 Quarter 3This issue includes articles on the following topics:

  • Tax-Wise Portfolio Rebalancing
  • The Third Best Investment You Can Make
  • After-Tax Dollars in Traditional IRAs
  • Dealing With An IRS Audit
  • Safe Harbor 401(k) Plans for Small Companies

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