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Julie and Huang both plan to retire in four years. They are both high-income earners and would like to adopt an investment strategy that will
Julie and Huang both plan to retire in four years. They are both high-income earners and would like to adopt an investment strategy that will help them reduce their tax burden. What type of strategy would you suggest? They should look for long-term investments that offer a high degree of tax deferral at the expense of appreciation. They should invest in tax-advantaged investments that offer significant short-term capital gains. They should look for investments that offer short-term tax deferral advantages. They should look for investments that produce a blend of tax deferral with capital appreciation
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