Capital gain taxation has plenty of planning considerations. Some are obvious, but others derive as a result of how those gains affect other areas of your tax return or financial plan. Here are a few considerations for you as you decide how to time the sale of your investments and real estate.
We are often asked about alternatives to leaving your money in low-yield checking and savings accounts. Specific recommendations depend on the purpose of the money....but here are a few ideas of ways to generate some additional yield without much additional risk.
As the election approaches, should we be worried about our investments? A historical look back at previous election years might help!
Why is there a disconnect between current levels of unemployment and stock prices? Contrary to popular belief, these are not the same thing!
16.1% of employers have cut matching 401(k) contributions in light of COVID-19. If this happened to you, or you're worried it could, here are our thoughts regarding the 401(k) from tax benefits to hidden fees and expenses. Should our unmatched dollars still be going here?
For a limited time, Americans have the option to withdraw up to $100,000 from their 401(k) or IRA. Considering taking advantage of this change? We'll go over what you need to know before deciding.