Don’t let the tax sunset leave your portfolio in the dark

At the end of 2010, tax rates will go up unless there are legislative changes amending the coming “sunset” of current tax provisions. This note takes a brief look at some of the strategies investors can use to ensure their portfolios are tax-efficiently constructed for the tax environment of 2011 and beyond.

Read a brief primer and decision tree from Vanguard related to whether or not to sell or hold assets before tax rates change.