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Crunchy Tax Optimization Questions
Season 7 · Episode 264

Crunchy Tax Optimization Questions

The Dividend Guy Blog Podcast · Mike Heroux

January 28, 202635m 52s

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Show Notes

Today, we focus on the tax moves that actually matter (and the ones that waste your time), especially if you're sitting on big unrealized gains in a non-registered account. The big takeaway: build your plan and investment strategy first—then optimize taxes, not the other way around.

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Make sure to check out the complete show notes.

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