801, 2021

Tax-Aware Investing: Keep More of Your Gains Without Greater Risk

By |January 8th, 2021|

Investors are often concerned about minimizing transaction costs that can eat into their gains, without realizing that taxes can take an even bigger bite out of returns. Tax-aware investment management offers some protection. This is an active investment approach that aims to maximize after-tax

1112, 2020

Active Trading Can Mean a Heftier Tax Bill

By |December 11th, 2020|

There are endless ways to invest, with vehicles and opportunities to suit different needs, time horizons, and risk tolerances. As you explore the various options available, it’s wise to consider the tax consequences of your investments. Frequent, active trading with a goal of chasing

1501, 2021

How Do UTMA Accounts Work from a Tax Perspective?

By |January 15th, 2021|

For parents seeking tax-advantaged strategies for transferring funds to their minor children—whether as a way to save for college or simply to give their kids a financial head start when they become adults—a popular type of custodial account called a UTMA account may provide

1812, 2020

What is the Difference Between Trading and Investing?

By |December 18th, 2020|

For anyone who participates in buying and selling stocks, making a profit is the ultimate goal. However, two main types of stock market participants—traders and investors—follow different strategies in pursuit of that goal. The most significant difference comes down to timing: investors seek to

2011, 2020

Why an ETF is Better Than a Mutual Fund

By |November 20th, 2020|

Investors looking for an easy way to buy a diversified portfolio used to opt for mutual funds. Today, exchange-traded funds (ETFs) are an increasingly popular option offering several benefits. Both vehicles invest shareholders’ combined money in a broad set of assets, which provides the

611, 2020

The Ins and Outs of Medicare Enrollment

By |November 6th, 2020|

It’s easy to focus your retirement planning on your finances and give little thought to healthcare. Medicare, the federal health insurance program for older and disabled Americans, is waiting in the wings to provide at least basic coverage. But Medicare is complex, and enrollment

2310, 2020

Updating the Biden and Trump Tax Plans

By |October 23rd, 2020|

Now that the presidential election is just days away, what do we know about the leading candidates’ current tax plans? The top line takeaway is that former Vice President Joe Biden has pledged not to raise taxes on anyone earning less than $400,000, while

1610, 2020

Real Estate Investments Yield Low-Tax Income

By |October 16th, 2020|

It’s a sad fact of the tax code that the more money you make, the more you owe to the tax man. That’s especially true if you’re self-employed and paying the entire 15.3% Federal Insurance Contributions Act (FICA) tax for Social Security and Medicare

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