Tax Loss Harvesting: A Financial Strategy Worth Your Attention I want to share how tax loss harvesting can improve your investment performance over time. This strategy might sound complex, but I'll break it down into practical terms that show its real value for your portfolio. What Is Tax Loss Harvesting? [...]
Net Unrealized Appreciation (NUA) in Retirement Planning: The Hidden Tax Strategy That Could Save You Thousands Introduction When it comes to tax-efficient retirement strategies, most investors focus on IRAs, Roth conversions, and capital gains tax planning. While these are important, there's one often-overlooked strategy that could save you tens of thousands—or even [...]
In the fast-paced world of entrepreneurship, success often hinges on making smart financial decisions. And the quality of those decisions often hinges on the quality of your advisors. As your business grows, so does the complexity of navigating the ever-changing tax landscape. Not all CPA firms are created alike. Working with a [...]
Introduction When it comes to real estate investing, tax strategies can be just as important as property selection. Depreciation is one of the most powerful tax advantages available to investors, yet many fail to leverage it fully. As a financial strategist with over 20 years of experience, I have helped clients save taxes [...]
Introduction Tax planning is more than just filing your returns correctly each year. It's about making financial decisions throughout the year that minimize your tax burden legally and sustainably. My name is Chris Wilbratte, and for the past 30 years, I've helped high-income professionals and business owners keep more of their hard-earned money [...]
Introduction When you know the right questions to ask a prospective financial advisor, you make informed decisions that save you time, effort, and money. The right questions allow you to choose an advisor who fits your specific needs while avoiding those who might not serve your best interests. I can be confusing to [...]
When to Apply for Social Security Benefits With the demise of guaranteed pensions, and in light of the risks you face in managing your own retirement assets, maximizing Social Security becomes a critical part of retirement planning. How claiming age affects the income stream One of the most important decisions a retiree faces [...]
A key component of a buy-sell agreement or other business transition documents is the provision of a predetermined valuation clause should a triggering event occur. Some buy-sell agreements contain a set value or formulaic valuation clauses, while others defer to the use of an independent third party, such as an accountant or business [...]
Should You Roll Your 401k to an IRA? 1.More Investment Choices Most likely, your 401(k) investment choices are limited to a menu of mutual funds from one particular provider. However, with an IRA, you have the option to invest anywhere. And, you're likely to have more types of investments from which to choose such as [...]
3 Strategies to Dial in Your Retirement Income Market volatility and the uncertainty in the economy have people worried about the stability of their retirement income. When markets are rising, the income dilemma is easier to manage. But what happens when the market is going down or sideways? Many retirees and future retirees ask, [...]
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