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.




News & Resources