If you are someone that has experienced a decline in your portfolio value, it may be a good time to review your situation and assess if it makes sense (from a tax planning standpoint) to sell losers and “realize” stock losses for tax purposes.
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The outlook for retirement is continually changing, and the stats are real. A great majority of Americans aren't adequately saving for retirement – if they are saving at all…
Read MoreSmart Charitable Tax Strategies
When you align your charitable giving with smart tax strategies, the result could be a win-win situation…
Read MoreMake A List, Check it Twice! Six Top Holiday Tax Tips
With the hustle and bustle of the holidays, it’s easy to forget about tax deadlines on the horizon. With these tips, get ahead of your planning before time runs out…
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