1707, 2020

The Downside of a Large Tax-Deferred Nest Egg

By |July 17th, 2020|

You’ve been saving aggressively in an IRA or 401(k) plan for your whole career and you’re set up well for retirement. Or are you? If you’ve built up a large nest egg only or mostly in tax-deferred accounts, you may give up too much

1407, 2020

Roth Distribution Rules Help Minimize Taxes and Penalties

By |July 14th, 2020|

Roth IRAs are a great way to balance out your retirement portfolio with assets that can offer a tax-free source of income. Specific rules governing distributions that enhance tax breaks—and a growing list of exceptions to early penalty rules—make Roth IRAs a handy asset

1007, 2020

Use the Step-Up in Basis to Give Your Heirs More

By |July 10th, 2020|

If you have been fortunate enough to invest steadily for the long term in stocks, real estate, or other appreciating assets, you may find yourself holding a sizable fortune late in life. The smart move is to leave these assets to heirs, to take

307, 2020

Time Your Tax Burden with Capital Gains Harvesting

By |July 3rd, 2020|

In many aspects of investing, timing is everything, and that’s true for capital gains. With careful attention to your taxable income, you can strategically time the sale of profitable investments to minimize—or even avoid—taxes on capital gains. This is called capital gains harvesting. The

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