Nate Hanft, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement was quoted by U.S. News in an article titled “Net Investment Income Tax: Impact on High-Net-Worth Portfolios.”
"Reducing investment income could be achieved by harvesting unrealized losses in an investment portfolio, investing in municipal bonds and limiting income-producing investment products, among other strategies.”
For more insights, read the full article written by Kate Stalter here.
