Category: Tax Traps
In this Podcast, I discuss a strategy to diversify a single stock and lower your income tax in a taxable investment account.
This…
In this podcast, we discuss several tax traps to be aware of. These traps are just a few planning issues to consider when planning to…
This wealth tip increases your after tax performance of foreign investments and lowers your income tax unless you hold these investments in an IRA…
Planning for Nevada Residency includes minimizing the likelihood of a California Residency Tax Audit. Are you and owner of a California based…
Donations to your favorite charitable organization and giving can be tax efficient too. Best planning includes maximizing income tax…
The new law was enacted on December 23, 2022, and is known as part two of a law enacted in 2018 – the SECURE Act (Setting Every Community Up for…
Income tax benefits in a downturn.
Downturns are distressing for investors in part because of the unpredictability of the market. There are,…
Most Americans will sign up for Medicare Health Insurance benefits when they reach the age of 65. There are a few exceptions, such as those who…
There are many advantages to tax-deferred investments in IRAs. These accounts have allowed many investors to build sizable nest eggs and ensure a…