Taxes returns for

Taxes Provide the location of your federal and state income-tax returns for the past three years. Name your tax consultant. Give special instructions if necessary. 

When it comes to applying the MV approach to taxable investing, the methodology is the same as that used for tax-free portfolios, except that four different after-tax return streams, risk measures, and four-square correlations are required for each asset. Table 6 compares the pre-tax and after-tax returns for assets typically considered in taxable portfolio allocation studies. 

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