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Ask An Advisor: I'm 65, Earning More Than Ever and Won't Retire Soon. Should I Use My Roth IRA for a...
SmartAsset via Yahoo Finance· 4 days agoI am 65 and at the absolute peak of my earnings. I'm also in the 35% tax bracket and am not looking...
Wash-sale rule: What is it, examples, and penalties
TheStreet via Yahoo Finance· 3 days agoDoes the wash sale rule impact tax-loss harvesting? “Tax-loss harvesting” is ...
10 Genius Ways To Reduce Your Retirement Taxes
GOBankingRates via Yahoo Finance· 24 hours agoThough taxes might not be the first thing you think of when it comes to how you want to spend money in retirement, planning strategically can mean more...
How to plan for taxes before and after retirement
The Tennessean via Yahoo Finance· 2 days agoFor folks in relatively higher income brackets (32% marginal and above), municipal bonds are one way to earn income while taking relatively low risk and...
With Big Tech’s runaway 2024, it just might be time to part with a few winners. Here's why
CNBC· 20 hours agoIn particular, Nvidia has soared (again) this year, sporting a gain of 145%, which can leave...
For better financial health, make sure your tax and wealth management plans align - The Business...
The Business Journals· 2 days agoDoes your financial planning process involve a tax advisor and a wealth advisor? Since there’s...
How Wealthfront Finally Became Profitable After 14 Years
Forbes· 3 days agoThe devastating announcement came on September 2, 2022: Swiss banking giant UBS was scrapping its...
7 Pieces of Technology You Can Use To Grow Wealth
GOBankingRates via Yahoo Finance· 2 days agoTechnology has made it easier than ever to track, manage and grow your money -- but with so many competing services and platforms, which digital tools do...
Turn Tech Volatility Into Income With QQQI | ETF Trends
ETF Trends· 2 days agoMarket volatility persists heading into the summer months as investors weigh the impact of a slowing...
Looking for an Equity Alternative? Consider Covered Call ETFs
ETF Trends via Yahoo Finance· 7 days agoEquity investors must currently contend with soaring valuations, concentration risk, volatility, and...