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Year-end tax moves to position you for success! As the holiday season fills the air with giving and gratitude, it’s also the perfect time to give yourself the gift of proactive financial planning and minimizing your tax obligation to Uncle Sam. With 2025 on the horizon, the tax landscape may see significant shifts that could …
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As you build your retirement nest egg, you’re probably wondering if you have enough set aside to fund the lifestyle you crave in your “golden years”. You’ve worked your entire life to grow your wealth and to enjoy the fruits of your labor in retirement, so the last thing you want as you progress into …
Continue reading “Is $2 Million Enough to Retire? 5 Steps to Retiring with $2 Million”
Managing Capital Gains Distributions from Mutual Funds and ETFs As the end of the year approaches, many investors may find themselves surprised by an unwelcome addition to their year-end taxes: year-end capital gains distributions from mutual funds and certain ETFs. These distributions, typically caused by fund managers selling securities within the fund throughout the calendar …
Continue reading “Don’t Let Taxes Take the Gains: Year-End Strategies for Smart Investors”