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KNOWLEDGE CHECK

Specialized planning issues
Individual income tax planning

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* Which strategy is the least effective in managing tax brackets for your individual clients?

Harvesting gains in low income years.

Harvesting gains in high income years.

Contributing to Roth IRAs in high income years.

Contributing to traditional IRAs in low income years.

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KNOWLEDGE CHECK

Specialized planning issues Individual income tax planning

Specialized planning issues Individual income tax planning

Check your knowledge on this topic

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Specialized planning issues
Individual income tax planning

Specialized planning issues
Individual income tax planning