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The Ideal Portfolio is a strategy used to eliminate, or greatly reduce, the impact of volatility, fees, and taxes, on a financial portfolio. This could be a retirement portfolio, an executive compensation strategy, or the financial backbone of a business. The Ideal Portfolio uses the tax code to your advantage. The strategies found in The Ideal Portfolio are extremely common in the higher tax brackets. Our mission at The Ideal Portfolio is to share these impactful tax strategies with individuals thus maximizing the output of their money.

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