Betterment Tax Loss Harvesting
Betterment Robo Advisors
The more you know about the US tax code, the more opportunities you will find to live a tax-efficient life and save money in the process. You should feel proud to pay every dollar you owe in taxes, but you shouldn’t leave a tip.
This post is a bit of a rant that developed in my mind as I prepared myself to move onto a PPACA-compliant health insurance plan this year. I also have the wonderful blessing of a dramatically increas...
From the pedestrian to the enlightened, this post should lend insight into one of the few areas where you actually have control in our new American Taxpayer “Relief” Act environment. “The hardest thi...
Have you ever wondered what is the most tax-efficient way to deduct your vehicle for business purposes? Is it more profitable to deduct mileage or actual expenses?
By Dr. James M. Dahle, WCI Founder The vast majority of good information out there about FLPs is written by those who are paid to create them (asset protection and estate planning attorneys) so as you...
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Your children can help you lower your tax bill. Don't be afraid to take advantage by hiring them and gifting them money in a UGMA/UTMA.
By Dr. James M. Dahle, WCI Founder I finished my taxes for the year. It seems I become "less successful" at keeping my taxes low each year. It's true what they say- the only thing worse than paying...
Nearly every educated financial advisor agrees that tax diversification is a great idea when planning for your distributions in retirement. Tax diversification means having some of your assets in tax...
An individual retirement ANNUITY is the ideal way to hold a SPIA purchased with tax-deferred money. You avoid a big tax bill and complex calculations.
Tax-exempt retirement money is great, but Roth IRA money is better. Here's how to turn the first into the second.
Depreciation allows you to defer taxes for decades, or maybe all together.
For most of us, when we buy our first house, having a mortgage or not isn't really a decision we have to make. Few Americans, even high-income professionals, can afford to pay cash for a house. In f...
By Dr. James M. Dahle, WCI Founder Mitt Romney took a lot of flack in the last election because his tax bill was only 14.1% of his income (despite the fact that he paid millions of dollars in taxes.) ...
Phil Mickelson might leave California due to their new millionaire tax. How much is "fair" anyway?
My last post discussed how I recently made partner and how this has given me additional income, expenses, risk, and personal financial complexity. In this post, we'll discuss the ways becoming a part...
Medical school may not have taught you about money, but we will.
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