5 Options for Legacy Holdings in Your Taxable Account
What should you do with legacy holdings you no longer want? Sell them and pay the taxes? Hold them for a while longer? Here's our advice.
What should you do with legacy holdings you no longer want? Sell them and pay the taxes? Hold them for a while longer? Here's our advice.
I don't usually learn much from most financial books but this one's an exception. Chances are you'll find tips to reduce your tax burden too.
Phil Demuth, author of "The Affluent Investor", joins us today to identify the best tax-reducing tactics that will make the most impact on your portfolio.
Those who suggest doctors in their peak earnings years should make Roth 401(k) contributions, do Roth conversions, or worse, avoid tax-deferred accounts altogether are either ignorant or selling something.
Want to pay zero taxes in retirement? It's amazing what an understanding of the tax code plus the use of tax-protected accounts can do.
If you're making substantial contributions to your individual 401(k) you'll most likely need to fill out form 5500-EZ. Do something better with a few hundred bucks then paying an accountant to file it. With this step by step tutorial, it's easy to do on your own.
Physician on FIRE talks about correcting his poorly thought out taxable portfolio. Luckily, his charitable desires helped him out in his dilemma with the tax man.
This Net Unrealized Appreciation strategy is a way to save tax dollars on the shares of your company stock inside your 401(k). It may be a great idea for you, but run the numbers first.
Paying more than you need to in taxes will lower your investment returns and prolong your journey to financial independence. Use these six tips to invest in the most tax-efficient manner possible.
[Editor's Note: This is a guest post from Aziz Lalljee, co-founder and co-CEO of Finom, an online platform connecting investors with independent investment advisers. Although this is not a paid post,...
Although it lacks the tax and asset protection benefits of a retirement account, a taxable account isn't all bad. Here's how to invest tax-efficiently.