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  2. Tax Efficient Index Fund Investing for Taxable Accounts

Tax Efficient Index Fund Investing for Taxable Accounts

Click below if you have less than $1 million cumulative to invest, are under the age of 68, have at least 5 years to retirement, and believe low cost index funds, with tax loss harvesting and daily rebalancing when appropriate, are right for you. There is a short questionnaire to help evaluate your risk tolerance and return objectives.From there you can easily import your account info. Click Here

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7785 Highland Meadows Pkwy - Suite 202
Fort Collins, Colorado
80528 United States

  •  Tel: (970) 482-4418
  •  Fax: (970) 797-1360
  •  edward.spraberry@lpl.com
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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Arkansas, Colorado, Louisiana, New York, Texas, Wyoming, Alabama, Arizona, California, Oklahoma

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