Below you'll find a list of all posts from August, 2025
Receiving an inheritance might seem like a financial windfall—but if that inheritance includes a traditional IRA, it may come with an unexpected side effect: a substantial tax bill. Thanks to recent changes from the SECURE Act, many beneficiaries now face new rules and tighter timelines when it comes to inherited retirement accounts. If you’re not careful, you could end up …
Real estate can be one of the most rewarding long-term investments—but selling it can also create one of the most complex tax events in your financial life. Whether you’re cashing out of a long-held rental property or downsizing your family home before retirement, the tax consequences and financial planning implications deserve thoughtful attention. Taxes on the Sale of Your Primary …
Taxes are one of the most overlooked threats to investment performance. While market fluctuations and fees get most of the attention, capital gains, dividends, and interest income can quietly chip away at your returns year after year—especially if your portfolio isn’t structured with tax efficiency in mind. The Hidden Cost of Tax-Drag Even a well-performing portfolio can underdeliver if it’s …
