Below you'll find a list of all posts from September, 2025
Why this is important now Smart planning strategies Tax efficiency isn’t about avoiding gains — it’s about aligning them with your bigger financial picture. At wealthnest®, we work with clients to build portfolios that grow while keeping tax surprises under control. Rising capital gains distributions and overlooked interest income don’t have to catch you off guard. With the right planning, …
For couples living in a community property state, a brokerage account can offer unique tax benefits—especially when it comes to estate planning and investment flexibility. Two of the biggest advantages are the step-up in basis and the freedom to liquidate investments on your own terms. 1. Step-Up in Basis at the First Spouse’s PassingIn a community property state, when one spouse …
