Tax Loss Harvesting: What You Need to Know
With the end of the tax year a few months away, it is never too early to plan ahead with exchange traded…
Taxes
U.S. Treasury Considering Another Tax Cut For Wealthy
In a MSNBC report, Stephanie Ruhle breaks down the latest on what the U.S. Treasury is now considering–a tax cut for the…
Should You Move to Save on Taxes?
After I filed my taxes and completed my 2018 tax report, I thought it would be interesting to run my taxes through…
What do the 1 Percent Pay in Taxes?
Ever wondered what the 1% actually pay in taxes? And is it enough? Check out this video from Wall St. Journal. https://www.youtube.com/watch?v=jR2PrwiatzM…
Why the U.S. Debt Problem is Getting Worse
The U.S. Debt problem is worsening for many reasons. The headline of this report is that the federal debt held by the public…
The Basics of Restricted Stock
Restricted stock is often used as part of a compensation package for a key employee. In lieu of increased wages, restricted stock…
Financial Planning for Employee Stock Options
A great deal has been written about the risks of a concentrated equity position, a situation that may occur for owners of…
Little to No 2017 ETF Cap Gains, But Same Can’t Be Said for Mutual Funds
ETFs are generally more tax efficient than their open-end mutual fund counterpart due to their unique investment structure. Consequently, the majority of…
New Tax Plan is Good for REITs ETF Investors
The new U.S. tax law legislation could be a boon for real estate investment trusts and REITs-related exchange traded funds as they…
An ETF Play for U.S. Tax Reform
U.S. Tax Reform will help put more money into Corporate America’s coffers and allow companies to expand or potentially increase earnings growth.…
All Tax-Loss Harvesting Points to Energy ETFs
As the end of the year approaches, it is never too early to think about ways to efficiently manage a diversified investment…
Precious Metals Sell-Off Provides ETF Tax-Loss Harvesting Opportunities
Investors who were unfortunate enough to be swept along the recent sell-off in precious metals may look to exchange traded funds to…
How to Best Identify Opportunities for Managing Taxes
Note: This article was provided courtesy of Iris.xyz. By Thomas J. Quinn Sixty-five percent of respondents to the annual US Trust Insights…
Weekend Reads: Why Tax Deferral is Key – A New Approach to Tax Planning with IOVAs
Despite low yields and ongoing volatility, many advisors have a strategy to help their clients manage the market and earn meaningful gains…