Below you'll find a list of all posts that have been categorized as “Investments and Trading”
Investment gains are exciting—until tax season arrives and you see how much you owe. Many investors unknowingly pay more in taxes than necessary because they overlook key strategies. 1. Understanding Capital Gains 2. Dividends and InterestQualified dividends may be taxed at the lower capital gains rate, but non-qualified dividends and interest are taxed at ordinary income rates. 3. Strategies to …
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 …
The Tax Cuts and Jobs Act (TCJA), passed in 2017, ushered in sweeping changes to the U.S. tax code—reducing tax rates, doubling the standard deduction, limiting certain itemized deductions, and increasing estate tax exemptions. But many of these provisions were temporary, and without congressional intervention, they are set to expire at the end of 2025. If Congress allows the TCJA …
Sometimes you need a “sounding board” for your ideas and concerns. When you have financial questions or ideas, you need someone to listen. A professional can listen and help provide insight about possible financial moves you could make—plus give you guidance regarding your options. Every retirement saver needs to measure financial progress. Checking in with your financial professional every so …
