As we enter the final 3 months of the tax year, here are a couple of strategies to consider with your non-retirement investment portfolio.

• 0% rate on long-term capital gains and dividends. If your income other than gains and dividends is in the 10% or 15% bracket, profits on sales of assets owned for over a year and dividends are tax free until they push you into the 25% bracket. That bracket starts at $72,500 of taxable income for couples and $36,250 for singles. The balance of your long-term gains and dividends is taxed at 15% or possibly 20%.

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Syndicated talk show host Dave Ramsey has selected CPA Kevin Boudreau as one of his Endorsed Local Providers in the Phoenix area for tax services. For more information, contact Kevin at (480) 776-3358.

As we enter the final 3 months of the tax year, here are a couple of strategies to consider with your non-retirement investment portfolio.

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