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Wash-sale rule: What is it, examples, and penalties
TheStreet via Yahoo Finance· 5 days agoDoes the wash sale rule impact tax-loss harvesting? “Tax-loss harvesting” is ...
How Proper Planning Can Save You on Taxes
SmartAsset via Yahoo Finance· 19 hours agoTaxes are unavoidable but that doesn't mean you have to pay more than you owe. What happens to your tax liability with proper financial planning? The...
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 AOL· 5 days agoI am 65 and at the absolute peak of my earnings. I'm also in the 35% tax bracket and am not looking...
10 Genius Ways To Reduce Your Retirement Taxes
GOBankingRates via Yahoo Finance· 3 days 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
Gannett via AOL· 4 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...
How to Build a Million-Dollar Retirement If You've Already Turned 50
The Motley Fool via AOL· 24 hours agoThey also provide more flexibility, as you can access your money at any time without penalties....
How Wealthfront Finally Became Profitable After 14 Years
Forbes· 5 days agoThe devastating announcement came on September 2, 2022: Swiss banking giant UBS was scrapping its...
For better financial health, make sure your tax and wealth management plans align - The Business...
The Business Journals· 4 days agoDoes your financial planning process involve a tax advisor and a wealth advisor? Since there’s...
Turn Tech Volatility Into Income With QQQI
ETF Trends via Yahoo Finance· 4 days agoMarket volatility persists heading into the summer months as investors weigh the impact of a slowing economy. Investors looking to increase income in...
With Big Tech’s runaway 2024, it just might be time to part with a few winners. Here's why
CNBC· 3 days agoIn particular, Nvidia has soared (again) this year, sporting a gain of 145%, which can leave...
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