Tune Up Your ETF Portfolio For A Better And Smoother Investment Journey
By Aparna Narayanan
‘It’s Time To Take Action’
Alex Benke is vice president of advice and investing at Betterment in New York City; assets under management: $6.1 billion.
Investors typically think about taxes in April, but December is the time when planning is more important. As the 2016 tax year comes to a close this Dec. 31 (and not the April 15 tax filing deadline), it’s time to take action so that you can complete any changes by mid-December, so you won’t miss year-end tax deadlines.