Wealthy clients should sell assets before 2013, advisers say

10/23/2012 | InvestmentNews

Some advisers are telling their wealthy clients to sell assets now to take advantage of historically low rates that are to expire at year's end and move taxable income and investment gains into this year. Strategies include selling appreciated securities, relocating assets to tax-deferred retirement accounts, converting IRAs, exercising stock options and making large gifts to heirs this year.

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