Attention Taxable Accounts! Despite Losses, You May Incur Sizable Capital Gains Tax Let’s get right to the point, like any investment, if you buy a mutual fund, own it for more than one year, and sell it at a profit, you must pay federal (and for most states) capital gains tax on your gain. Yet many […]
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Congratulations! You have spent a lifetime working, saving, and now you have arrived at your retirement. Now all you have to do is become a tax expert. Preparing for paying fewer taxes in retirement is not easy. All of that tax differed growth from your traditional IRAs faces income tax. Yes, when you take a […]
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5 Crucial “Money Facts” For Zeroing In On The Cost Saving Ideas That Could Potentially Increase Your Returns…. ….And Ditching The Time Wasting and Expensive Money Wasting Products Before Your Next Statement Arrives…. Are You Using Mutual Funds? It’s been my experience that investors don’t want to give themselves a raise and lower their costs. […]
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