With the end of the year rapidly approaching, there are many clients who are asking what they should be doing now to save on taxes before time runs out and we enter 2019. Even with the markets currently down for many stock indices, some clients may end up paying capital gains taxes on long term holdings and need to find…
Even when Not Playing Monopoly Thinking more like a banker can provide us many benefits from a tax re-positioning perspective and a loaning vs borrowing / cash flow perspective. Not too long ago, I and a client were interviewed by a reporter at Forbes about the benefits of making serial conversions to Roth IRAs over time and how his conversions…
It seems that every year in December we get a multitude of calls from clients regarding a pretty common occurrence for certain types of investments.This month, most pooled investments pay out their capital gains to shareholders and the value of the associated account falls for a few days until the money is reinvested or paid out. Given the healthy returns…