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Capital gains tax hike looms: should you crystallize now?
Financial Post via Yahoo Finance· 2 days agoThe budget proposed to increase the inclusion rate to two-thirds for capital gains realized on or...
Labour capital gains tax warning - experts say sell this before Starmer CGT hike
Daily Express· 6 days agoCGT is charged on profits when selling assets such as antiques, jewellery, cryptocurrency, stocks...
How to Avoid the No. 1 Value Killer in Retirement Portfolios | ThinkAdvisor
ThinkAdvisor· 23 hours agoEvery year we’ll move a little more out of the tax-transition account into the new target portfolio,...
Whatever your income, tax planning can take jolt out of return-time 'surprises'
Florida Today via Yahoo Finance· 7 days agoManaging current and future tax liabilities can be challenging but planning can make this a very...
The 6 Best Hidden Benefits of Roth IRAs
SmartAsset via Yahoo Finance· 10 hours agoOpening an individual retirement account is an excellent step in retirement planning. However, you'll face a choice when doing so: will you pick a Roth...
Direct indexing as an investment strategy - InvestmentNews
InvestmentNews· 2 days agoThis is known as direct indexing. Direct indexing is the slightly more complex version of a mutual...
Financial Planners: 8 Ways To Give Money To Your Kids Without Paying Taxes
GoBankingRates via AOL· 2 days agoIt's natural for parents to want to leave a legacy for their children after they pass away, but what...
Sorting Out An Inheritance Doesn't Have To Be A Headache
Investor's Business Daily· 2 days ago"They could have taken out a little every year and stayed in the same tax bracket and continued to...
Coverdell Education Savings Accounts: What You Need To Know
GoBankingRates via AOL· 3 days agoStarting early with a dedicated Coverdell education savings account is a smart way to manage the...
How To Financially Plan When You Expect Your Income To Drop
Forbes· 7 days agoAbout half of people in the United States are satisfied with their jobs according to Pew Research,...