When you sell an investment for more than you paid for it, there can be burdensome capital gain taxes realized in the year of the sale. How do you manage for this challenge? It helps to identify which trades can be placed promptly, and which may be better managed over time. Read More >
While a 529 plan is primarily an education savings vehicle, it can be a part of a comprehensive retirement strategy for high earners when used creatively and strategically. Read More >
Filing taxes separately can be a viable option for reducing student loan payments, however, it is crucial to consider all the factors involved. Ultimately, consulting with a financial professional can help you make an informed decision that aligns with your unique situation. Read More >
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