Tag: Tax Deductions

Tax-Loss Harvesting

Jan 26, 2022

tax-loss harvesting
A useful move to counteract capital gains

At one point or another, you may realize capital gains, which is a taxable event. What can you do about them? You can do what some investors do – you could recognize investments with a loss and practice “tax-loss harvesting.” (more…)

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Tax & Estate Strategies for Married LGBTQ+ Couples

Jun 4, 2021

LGBTQ
In the age of marriage equality, there are new possibilities.

The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or are considering updating your estate strategy, here are some important things to remember. (more…)

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Why A Roth IRA Conversion May Now Be Advantageous

Sep 18, 2020

Thanks to a couple of factors, some investors are thinking about this move before 2020 ends.

Roth IRA Conversion decisions have attracted retirement savers since their introduction in 1998. They offer the potential for tax-free retirement income, provided Internal Revenue Service rules are followed. (more…)

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Tax & Estate Strategies Update for Married LGBTQ Couples

Sep 16, 2020

Estate Planning Chalkboard
In this age of marriage equality, there are new possibilities

The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or thinking about updating estate strategies, here are some important things to remember. (more…)

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Tax Efficiency

Sep 4, 2019

Tax books
What it means; why it counts.

The after-tax return vs. the pretax return. Everyone wants their investments to perform well. But for many investors it’s their after-tax return that may make all the difference. After all, even if your portfolio is earning double-digit returns, it may not matter if you’re also losing a percent of those earnings to taxes. (more…)

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Six Most Overlooked Tax Deductions

Jun 19, 2019

Tax Written on Paper
Deductions you do not want to miss

Who among us wants to pay the Internal Revenue Service more taxes than we have to? While few may raise their hands to voluntarily pay more taxes, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Are you one of them? Let’s take a quick look at the six most overlooked opportunities to manage your tax bill. (more…)

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More Insights

Aug 5, 2022

Last week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much-anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of Washington D.C., with a Schumer-Manchin agreement on a climate-healthcare-tax bill and some inflation data that added to … Continue reading “Market Update: Big Week for Market Watchers”

Aug 3, 2022

If you are approaching your seventies, get ready for required minimum distribution. You may soon have to take RMDs, as they are called, from one or more of your retirement accounts.

Aug 1, 2022

What would you do with a windfall? It’s a question I’ve read or heard a lot lately. Considering the Mega Millions jackpot ballooned to $1.34 billion, yet the lucky winner has yet to be revealed. It’s safe to say most of us have thought about what it would be like to win.

Jul 29, 2022

We all know the value of a good credit score. We all try to maintain one. Sometimes, though, life throws us a financial curveball and that score declines. What steps can we take to repair it? Reduce your credit utilization ratio. Your credit utilization ratio (CUR) is the percentage of a credit card’s debt limit … Continue reading “Ways to Repair Your Credit Score”

Jul 27, 2022

When you marry, you buy life insurance. Right? You buy it out of consideration for your spouse, and also realize that in the even of either your untimely death or your spouse’s untimely death, your household could be left with one income to shoulder expenses that may not lessen.

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