Tax-Loss Selling: A Silver Lining in Volatile Markets
December 6, 2018 -Strategic sales can improve your asset allocation and help alleviate the tax hit typically associated with realignment.
Read more ►
Strategic sales can improve your asset allocation and help alleviate the tax hit typically associated with realignment.
Final provisions of the 2017 tax reform bill and their impact on individual investors and business owners.
These three maneuvers will tend to deliver a higher tax benefit than writing a check and deducting it, and may even improve your portfolio.
Proper accounting of cost basis is essential to avoid paying more taxes than you need to.
The skinny on dividend and capital gains taxes, IRA and 401(k) contribution limits, and more.
Even buy-and-hold investors may be able to identify worthy candidates.
The skinny on retirement-plan contributions, Social Security, and more.
For high-income investors who are maxing out other tax-sheltered accounts, the high-deductible healthcare plan/HSA combo is close to a no-brainer.
‘Stepping up’ cost basis can reduce tax bills for lower-income investors.
Unwanted distributions will be here before you know it—navigate them wisely
Taxes on qualified dividends are low, but investors can still encounter unwelcome surprises.
Selling pre-emptively may make sense on a few occasions, but not usually.
Widowed investors are at risk of missing an important tax break because they are not aware of a key deadline.
Currently low tax rates are one of the key reasons that taxable accounts should be part of most investors’ tool kits.
Taking care with asset placement can result in big tax savings.
How to avoid the mistakes that can reduce income security
Use these tips to search for a qualified tax professional
Take a closer look at the sequence of your withdrawals to preserve your tax benefits
