How One Family Saved $180 Million in Taxes

Before you head out for turkey day, check out why a simple dividend calendar shuffle saves one family $180 million in taxes…and what that means for you…

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Jim Nelson

Jim Nelson began his investing career during the tech boom at age 14 – with purchases of Starbucks and AOL. Early inspiration came from an old Tweedy Brown whitepaper: “What Works in the Market.” He graduated with a degree in Political Science from Pittsburgh University, Nelson focuses on income investing, including dividends, covered calls, and...

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