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The best tax-sheltered investment vehicles depend on your financial goals, income level, and tax situation. Here are some of the most effective options: Retirement Accounts (Tax-Deferred or Tax-Free Growth) Health & Education Accounts Insurance-Based Vehicles Real Estate & Alternative Investments Business & Trust Structures Each of these vehicles has specific rules, contribution limits, and tax…
The role of a financial planner is to help you and your family figure out how to best save earnings, retain value, grow holdings and meet long-term financial goals. Planners should provide short- and long-term expectations with the same portfolio, which can be quite an undertaking. The value of the planner is that he or…
1. Review Realized Gains & Income to Date Understanding your earnings from work is usually straightforward, but tracking what’s happening in your investment portfolio can be more complex, especially for busy professionals. Ideally, it’s wise to monitor your portfolio throughout the year to stay on top of potential tax liabilities and determine if estimated taxes…
Proper Tax Planning Must Occur Before the Year Ends The fragrance of pumpkin spice is in the air, leaves are transforming into a brilliant display of reds and golds, and festive preparations are underway. Fall is not just a season of change in nature; it’s an opportunity for financial reflection. Amidst the joyous celebrations and…
Estate planning is an often complex financial process that nearly all investors should consider. It includes reviewing legal and tax implications, investment strategies and personal questions to ensure your estate is set up efficiently. As we ring in 2024, let’s look at some of the most important estate planning documents you should have prepared. Wills…
Over the past few years, you’ve probably heard—and read—more and more about cryptocurrency, including Bitcoin, Dogecoin, Ethereum, and many others. A surprising 13% of Americans traded in cryptocurrency in 2020, compared with 24% who traded in stocks. And the number of people trading in crypto is only expected to increase.1 But what exactly is cryptocurrency?…
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it’s a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in 2019.…
Keith Weiss CFP® 