Taxes are NOT going up?!
Taxes are NOT going up!?! Until the Build Back Better plan, or an alternative, is approved, there are no tax increases scheduled for 2022. “The best time to plant an oak tree was 20 years ago, but the second best time is today.” This rings true for tax planning as well. You still have time […]
Reducing Investment Taxes
Background. The key to eliminating taxes on your investments is holding the investments in a tax-free vehicle. We are all familiar with IRA accounts, where no taxes are paid while the investments are inside the IRA. Life Insurance. Another well known tax-free vehicle is life insurance. It is possible to hold an investment portfolio inside a life insurance policy, […]
Heading Into Peak Harvesting Season
The weather turns cooler, the days are getting shorter, and stocks are prime for harvesting. As we look ahead at the fourth quarter and year-end, we see the extended tax 2020 deadline (October 15th) approaching and our shortening timeline to make strategic tax moves for 2021. Needless to say, taxes are on a lot of […]
Weekly Market Recap: Mixed Equities, Bond Yields Rise as Fed Signals Easing Cycle
Global markets experienced a mixed week with U.S. equities showing varied performance and European stocks gaining momentum
