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6. Tax-smart investing approaches, together with tax-loss harvesting, are utilized in controlling certain taxable accounts on the constrained foundation, within the discretion from the portfolio supervisor, Strategic Advisers LLC (Strategic Advisers), largely with respect to identifying when assets inside of a shopper's account must be purchased or bought. Assets contributed may be marketed to get a taxable get or reduction at any time. There are no assures as to your performance from the tax-smart investing techniques utilized in serving to lessen or reduce a client's All round tax liabilities, or as on the tax outcomes That could be created by a supplied transaction.
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