Can You Turn Investment Losses Into Tax Gains?

When markets take a spill, especially when it comes to your retirement investments, it’s harder to find ways to meet your financial goals. If you were relying on IRA or 401(k) withdrawals to cover your expenses, doing so when markets are down would decrease the lifespan of your savings. And if you’re nearing retirement, market [...]

By |2022-12-07T16:21:27+00:00November 7th, 2022|Investing, Stock Market, Tax Strategies|0 Comments

Taxes and Estate Planning

If you’re a business owner and know you eventually want to retire, make sure you understand how passing down or selling your business works. Business sales are increasing as more Baby Boomers retire and the potential for changes to the tax code may be partially driving the trend. As a business owner, it’s important to [...]

By |2022-07-11T22:29:21+00:00March 8th, 2022|Business Owners, Estate Planning, Tax Strategies|Comments Off on Taxes and Estate Planning