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Financial Planning

5 strategies to help clients minimize taxes

By Katie Kuehner-Hebert

Indeed, in 2014 Dan Egan, managing director of behavioral finance and investing at Betterment, found a significant payoff to early contributions when he simulated investment performance over every 10-year period since 1928. In one hypothetical scenario, he invested $5,500 in the S&P 500 index on January 1 every year for 10 years.

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This article originally published September 25th, 2017 on Financial Planning