Below you'll find a list of all posts that have been tagged as “taxes and investments”
You have a variety of options when pursuing an investment portfolio. First-time investors often find the process intimidating. and let’s be honest: even those with an extensive portfolio may still not quite understand the complexities associated with investment risk strategies, rebalancing, and other investment terms. With that in mind, we offer you a primer on some of the more common …
You can be generous with your loved ones during the gift-giving season without running afoul of the rules. One way many individuals try to avoid estate and inheritance taxes is to give money away during their lifetime, effectively reducing the wealth that will be subject to federal taxes when it’s passed on to heirs. This is a viable strategy, but …
A few astute moves could help promote a better after-tax return. As you weigh risk vs. return, you may risk taking an eye off taxes. A focus on tax efficiency could help you improve the effective yield from your portfolio. You can try to cut or delay taxes linked to investing. Consider placing the most tax-efficient investments you have in …
