Year-End Investing and Planning Strategies | Portfolio Rebalancing, Tax Loss Harvesting and More

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Disclosure: Tax-Related Items (Circular 230 Notice)

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Disclosure: Options Trading

Options involve risk and are not suitable for all investors. Multiple leg strategies, including spreads, will incur multiple commission charges. For more information read the "Characteristics and Risks of Standardized Options" also known as the options disclosure document (ODD) or visit ibkr.com/occ