MarketWatch: ‘Save Me From Taxes.’ I’ve Got Profitable Investments, Social Security and I Want to Travel. How Do I Best Skirt High Taxes?

Question: “I’m retired and have investments that have generated profits but are subject to volatile market conditions. I can sell them but that would cause me to pay high income taxes, which include my Social Security benefits. Furthermore, my Social Security benefits will be reduced for the following year and I want to use them for travel. Will a financial planner be able to save me from taxes?”

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