Interactive Brokers, a global electronic broker, has added
new features to its professional tax planning toolkit. The firm launched Tax
Planner, available through PortfolioAnalyst, its portfolio management platform.
According to the firm, the tool works with existing tax-lot
matching and tax loss harvesting features, aiming to give investors more
control over the tax impact of their investments.PortfolioAnalyst Adds Tax and Budget FeaturesTax Planner allows users to create personal tax profiles
using inputs such as income from other sources…
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