A Great Opportunity for those Anticipating Large Capital Gains
An Opportunity to Help my Mother My mother has been filing taxes on her own over the last few years. Even with my step-father passing away in 2020, she did not have many issues filing taxes until this year. In 2021, we were able to defer six months of the gains in her portfolio […]
Year-End Selling Strikes Again
We only have a couple more weeks to profit from various Year-End Portfolio Strategies. Investors looking to improve their overall portfolio returns often turn to tax-loss harvesting as an end-of-the-year opportunity. This amounts to selling some stocks or assets that have fallen in value and using the losses to help offset capital gains tax liability, […]
U.S. Government Looking to Ban Individuals from Using the “Back Door”
Expect The Best, Prepare for The Worst
Preparing the Post-Election Portfolio
Tax Strategies for Year End – So Even Louie the Loser can Win!
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 […]
It’s Good to be the Banker
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 […]
Never Buy This in December
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 […]
How to Avoid the Mutual Fund Tax Trap
It seems that every year in December we get a multitude of calls from clients regarding a pretty common occurrence for mutual funds, but nonetheless an often misunderstood one. December is the time of year when most mutual funds pay out their capital gains to shareholders. While generally speaking, a capital gain means an investor […]
How To Get The Best Answers
The Key is Starting with Great Questions When you read something particularly good, it’s hard not to want to share with everyone. Many ideas are original but sometimes other ideas are just too good not to share. Ben Carlson wrote a particularly good blog last month that I felt I should share with everyone and […]
