The 2019 Setting Every Community Up for Retirement Enhancement (SECURE) Act revised existing rules around retirement saving. In December of 2022, Congress passed, and President Biden signed into law, a follow-up package–the SECURE 2.0 Act, which focuses on legislation that can help strengthen the retirement system and improve retirement-savings opportunities. Some of the changes take […]
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Tax-loss harvesting is a way of lowering your tax burden when buying and selling securities in your portfolio. It uses the money you lose on one investment to offset the profit you make on another. In today’s volatile markets, tax-loss harvesting can offer you a way to make good use of some capital losses you […]
Every November, as Thanksgiving gives way to the busyness of year-end festivities, there’s a moment when you ask yourself if there is something you should be doing with your finances to protect your assets and minimize your taxes. This year, answering that question is more important than ever – as the U.S. faces persistent inflation, […]