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Tips: Max Out Your 401k

Tips: Max Out Your 401k

4 Things to Keep in Mind if You're Trying to Max Out Your 401k No matter how much you might make, $19,000 is generally considered a good chunk of change. It’s the cost of a base model 2018 Honda Civic. For some, it’s the price tag on a first-class luxury vacation....

Guide to End-of-Year Tax Planning

Guide to End-of-Year Tax Planning

Guide Sections Donate Appreciated Securities Use Your IRA to Make a QCD Donate Tangible Property Gift To Your Loved Ones Tax-Loss Harvesting Fully Fund Employer-Sponsored Retirement Plans Roth Conversions Required Minimum Distributions Fourth Quarter...

How to Handle a Large Windfall

How to Handle a Large Windfall

With news of the massive Mega Millions lottery prize going to a lucky winner in South Carolina last week, it’s a perfect time to discuss how to handle a windfall. While most of us will never be lottery winners, there are much more common “windfall scenarios” that can...

Guide to Tax-Loss Harvesting

Guide to Tax-Loss Harvesting

Guide Sections What Is Tax-Loss Harvesting? How Does Tax-Loss Harvesting Work? The Capital Gains Tax The Wash Sale Rule & Tax-Loss Harvesting Guide Sections What Is Tax-Loss Harvesting? How Does Tax-Loss Harvesting Work? The Capital Gains Tax The Wash Sale Rule &...

Guide to Employee Equity Compensation

Guide to Employee Equity Compensation

Guide Sections What Is Employee Equity Compensation? Employee Compensation Restrictions Main Types of Employee Equity Compensation Stock Options Restricted Stock Employee Stock Purchase Plans (ESPPs) Recommended Exercising & Selling Strategies Employee Equity...

4 Tax Management Tips for Investors

4 Tax Management Tips for Investors

Improper tax management can cost you more than a quarter of your long-term return, severely limiting spending power in retirement. The good news is that taxes can be managed. There are four key areas where investors can place their tax focus: Tax Efficiency Thousands...

Guide to Saving for a Child’s Education

Guide to Saving for a Child’s Education

Guide Sections Introduction Financing Options - 529 Plans Other Financing Options Education Tax Credits Saving for Retirement & Education There’s no doubt about it – education can be expensive. The cost of college tuition has risen over the past few...

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