Tax Planning
The Wash Sale Rule Explained
The wash sale rule exists so that investors do not sell stocks or assets to gain a tax write-off while essentially retaining their investment in the security.
Tax Planning
Tax Planning
HSA Investing & Contribution Deadlines
Health Savings Account (HSA) is a tax advantaged account used to save for and pay for qualified medical expenses
Tax Planning
Tax loss harvesting: How to offset capital gains with losses
Tax loss harvesting is the process of selling underperforming investments at a loss and using these losses to offset taxes from capital gains.
Tax Planning
Year-End Tax Strategies & Last-Minute Tax Planning Moves
There are many key actions that need to be completed by December 31 to ensure that you are optimizing your taxes to the fullest. Here is our 5-step guide for optimizing taxes by the end of the year.
Roth IRA
What is the Backdoor Roth IRA Process?
The Backdoor Roth IRA allows high income people to indirectly make contributions by converting a traditional IRA into a Roth IRA.