by Joe Allaria CFP®, MBA | Oct 19, 2020 | Article, Portfolio Management, Tax Planning
5 Smart Tax Moves for your Brokerage Account Key Takeaways: Use your brokerage account as a funding source to max out tax-advantaged accounts like a Roth IRA, a 401(k), and an HSA so more growth happens with better tax treatment. If you give to charity, donating...
by Joe Allaria CFP®, MBA | Apr 29, 2020 | Article, Portfolio Management, Tax Planning
What is Tax-Loss Harvesting? Key Takeaway: Tax-loss harvesting is selling an investment at a loss in a taxable account to offset gains (and sometimes income), then reinvesting in a similar—non-identical—holding to avoid the wash-sale rule. The COVID-19 Crisis has had...
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