Search results
Capital gains tax hike looms: should you crystallize now?
Financial Post via Yahoo Finance· 3 days agoThe budget proposed to increase the inclusion rate to two-thirds for capital gains realized on or...
Capital Gains Taxes Box Home Sellers Into a Corner—These States Are the Hardest Hit
San Francisco Chronicle· 2 days ago"With all of these exorbitant capital gains tax events for sales, many, many older Americans now are...
How Much Biden’s 2024 Promises Could Cost You
GOBankingRates via Yahoo Finance· 1 day agoLove them or hate them, President Joe Biden has made no secret of his spending priorities and plan if reelected. He outlined them in his 2025 budget...
The 6 Best Hidden Benefits of Roth IRAs
SmartAsset via Yahoo Finance· 2 days 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· 4 days agoThis is known as direct indexing. Direct indexing is the slightly more complex version of a mutual...
Maximize your retirement savings by minimizing your taxes
Minneapolis-St. Paul Star Tribune· 1 day agoTo maximize retirement income, it's important to leverage current tax law to your advantage. The...
How to Avoid the No. 1 Value Killer in Retirement Portfolios | ThinkAdvisor
ThinkAdvisor· 3 days agoEvery year we’ll move a little more out of the tax-transition account into the new target portfolio,...
Sorting Out An Inheritance Doesn't Have To Be A Headache
Investor's Business Daily· 4 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· 5 days agoStarting early with a dedicated Coverdell education savings account is a smart way to manage the...
Financial Planners: 8 Ways To Give Money To Your Kids Without Paying Taxes
GoBankingRates via AOL· 3 days agoIt's natural for parents to want to leave a legacy for their children after they pass away, but what...