Search Results for: tax strategy
Investment accounts: Do you have a tax strategy?
When we talk about diversification, there’s more to consider than just what mix of stocks and bonds you have in your portfolio. We also want to consider the type of accounts you have those assets in. Let's dive in.
Taxes could increase in 2026: Are you prepared?
Absent an act of Congress following what’s promising to be a divisive presidential election, TCJA will sunset at the end of 2025. There's a lot on the line.
Tax Prep versus Tax Planning
For many Americans, the thought of taxes goes hand in hand with mild anxiety. That anxiety can lead people to lump everything tax related into one bucket
Retirement checklist
Retirement planning spans decades, so creating a checklist—many of which are designed to be completed in a much shorter span of time—may seem counterintuitive. We built this checklist so that you can come back to it over the course of your retirement journey, checking off the tasks connected to wherever you are right now.
How to navigate taxes on a ‘big money event’
The goal of financial planning is to build and optimize wealth. Too often, we see people worry about their financial wins, like selling a business or cashing out of a profitable investment, instead of celebrating them. This hesitation is nearly always tied to taxes: How much of my potential profit will I owe to Uncle Sam? Are there strings attached to this windfall? What’s the catch?
What Is Tax-Loss Harvesting?
We tend to think of losing money on an investment as bad, but capital losses can be useful when it comes to tax planning.
Tax location: Why the where matters
Managing investments means more than just which stocks, bonds, and other investments you own. Prudent investors should also consider where the investments live—specifically, whether it’s better to keep investments in taxable or qualified accounts. We call this tax location, and it can be an important part of wealth management.
