Tax Loss Harvesting Tips
Tax loss harvesting is a great way to reduce your annual tax bill. It can complex with wash-sale rules, but ETFs make things simpler. Let's dive into how.
Tax loss harvesting is a great way to reduce your annual tax bill. It can complex with wash-sale rules, but ETFs make things simpler. Let's dive into how.
The SECURE Act is now upon us. One change I'm not happy with the to the Stretch IRA, which basically kills it.
I don't mind paying my fair share in taxes. However, I also have no intention to tipping Uncle Sam by paying more than I should have just because I didn't take advantage of some simple ways to reduce my tax bill, like maxing out my IRA contributions.
Bigger isn't better. Better is better. I'm slowing things down this year with how many new clients I accept so I can focus on client service.
There are a few tax savings vehicles for high-income earners that stand above others. Let's hit the top 4.
Every year, United Van Lines does a study of where people are moving to and from, and why. Here are some highlights.