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Strategies to Avoid Capital Gains Taxes on Investments
Strategies to Avoid Capital Gains Taxes on Investments When deciding to sell out of an investment in a taxable investment account it is important to consider the potential tax ramifications of any decision you make. Generally, any investment held for less than a year will be subject to regular income
Strategies to Avoid Capital Gains Taxes on Investments
Strategies to Avoid Capital Gains Taxes on Investments When deciding to sell out of an investment in a taxable investment account it is important to consider the potential tax ramifications of any decision you make. Generally, any investment held for less than a year will be subject to regular income
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Strategies to Avoid Capital Gains Taxes on Investments
Strategies to Avoid Capital Gains Taxes on Investments When deciding to sell out of an investment in a taxable investment account it is important to consider the potential tax ramifications of any decision you make.
Merging Finances After Marriage: Key Considerations for Financial Bliss
Getting married is an exciting milestone, and it’s not just about merging your lives but also your finances. Combining your financial worlds can be both rewarding and challenging. In this blog post, we’ll explore essential
2024 Annual Limits
As we enter 2024, it is prudent to update funding amounts for various account types to reflect new contribution limits. With inflation higher than normal in 2023, contribution limits saw larger than normal increases for
Maximize Your Charitable Impact: Five Tax-Efficient Giving Strategies
While the primary motivation for charitable giving is to make a positive impact, savvy investors understand that the tax benefits of such contributions should not be overlooked. In this article, we will explore five strategies
SECURE Act Planning Strategies: Optimizing Beneficiary Designations
SECURE Act Planning Strategies The SECURE Act has ushered in significant changes in estate planning, particularly in the realm of beneficiary designations. The use of specific trusts as beneficiaries, once a common practice, may no
Unlocking the Benefits of Backdoor Roth Contributions in 2023
Are you wondering what a Backdoor Roth contribution is and if you can take advantage of it? Contributing to a Roth IRA may seem straightforward, but when your income surpasses certain limits, it can become
5 Strategies to Reduce RMDs
5 Strategies to Reduce RMDs (Required Minimum Distributions) When an investor reaches age 73 the IRS requires they start taking a minimum amount from their retirement accounts regardless of whether they need the funds. Individuals
5 Ways to Reduce Your Lifetime Tax Bill
Paying taxes is inevitable, but smart financial planning can help you minimize your total lifetime tax bill. In this blog post, we’ll explore five strategies that can help you retain more of your hard-earned money
