Year-End Tax Strategies For Your Portfolio

Key Takeaways In a bear market, it’s more important than ever to make sure you are taking advantage of every tax break available to you. There are three key tax strategies that can be especially beneficial in a down market: Tax-loss harvesting Converting traditional IRA assets to Roth IRAs Using qualified charitable distributions to give […]

Maximizing Your Tax Benefits

Tax season is a stressful time of year. Until your return is complete, you can never be sure whether or not you owe the IRS money. Strategizing your tax strategy ahead of time will do a lot to alleviate this worry. Read on to learn more about maximizing your tax benefits through smart planning.

Tax Basics

Tax season is a high risk, high reward time of year. Unfortunately, if you – like many – find yourself perplexed by borderline unintelligible tax codes, you may fall victim to penalties and legal repercussions from the IRS. Having a firm grasp of the tax code at all levels of government, on the other hand, can save you hundreds (if not thousands) of dollars via deductions and credits.