#tax-strategies
#tax-strategies

Retirement

How should retirees take required minimum distributions?

1 month ago

Retirement

I'm 65 with $2.5 million stashed in a 401(k) - is it time to stop contributing and avoid a tax nightmare down the road?

Retirement

My IRAs will soon cover only what I spend - should I pause Roth conversions given the current tax rates?

These Are the Biggest Retirement Mistakes Social Security Can't Fix

Retirement planning must encompass more than Social Security for true security and comfort.

I'm on track for a multi-million 401(k) - is there a 'too big' balance that forces me into higher taxes later?

Consider transferring savings to a Roth account to protect against future tax increases.

Cryptocurrency

I'm 50 and 90% of my money is tied up in retirement accounts - is there any way to avoid a massive tax bill?

Consider Roth conversions to avoid high tax bills in retirement.

Living abroad can impact retirement income taxation.

Carefully manage withdrawal strategies from traditional IRAs and 401(k)s.

fromwww.housingwire.com

Retirement

How should retirees take required minimum distributions?

1 month ago

Retirement

I'm 65 with $2.5 million stashed in a 401(k) - is it time to stop contributing and avoid a tax nightmare down the road?

Retirement

My IRAs will soon cover only what I spend - should I pause Roth conversions given the current tax rates?

These Are the Biggest Retirement Mistakes Social Security Can't Fix

Retirement planning must encompass more than Social Security for true security and comfort.

Retirement

I'm on track for a multi-million 401(k) - is there a 'too big' balance that forces me into higher taxes later?

Cryptocurrency

I'm 50 and 90% of my money is tied up in retirement accounts - is there any way to avoid a massive tax bill?

Consider Roth conversions to avoid high tax bills in retirement.

Living abroad can impact retirement income taxation.

Carefully manage withdrawal strategies from traditional IRAs and 401(k)s.

more#retirement-planning

#wealth-management

Venture

At 53 with a $9.25 million net worth, I'm eyeing three ways to handle my concentrated stock - which strategy avoids the biggest tax bite?

Non-profit organizations

How Millionaires Use Legal Loopholes to Erase Debt-And You Can Too

Venture

At 53 with a $9.25 million net worth, I'm eyeing three ways to handle my concentrated stock - which strategy avoids the biggest tax bite?

Non-profit organizations

How Millionaires Use Legal Loopholes to Erase Debt-And You Can Too

more#wealth-management

IRS-Approved Strategies the Wealthy Use to Obliterate Debt

Knowing the tax code can help you reduce your tax bill and get out of debt faster.

Non-profit organizations

I want to retire soon and own a single stock is worth millions - should I cash it all out or hold on for my kids' step-up basis?

Stocks can build wealth without management burdens.

Heavy concentration in a single stock poses risks.

Community advice includes tax-saving strategies.

The Redditor is in a strong financial position for retirement.

I Discovered Backdoor Roth IRAs Too Late: Can I Still Make Them Work Before Retirement?

It's never too late for high-income earners to consider a backdoor Roth IRA for tax-advantaged growth.

fromEntrepreneur

5 Effective Strategies to Reduce Your Tax Liability in 2025 | Entrepreneur

The recent tax law changes provide entrepreneurs with legal strategies to reduce tax liabilities significantly, allowing for reinvestment in businesses while taking advantage of energy credits.

Startup companies

fromBusiness Insider

2 strategies to avoid paying taxes on your rental properties

Cost segregation and 179D studies can significantly reduce taxes for real estate investors.

fromEntrepreneur

How to Save on Capital Gains Taxes: Tax Loss Harvesting | Entrepreneur

If you're investing in taxable brokerage accounts, navigating taxes related to capital gains is crucial, especially in light of short-term and long-term capital gains rates.

Marketing tech

5 months ago

What does a financial advisor know that I do not?

A financial advisor can broaden your investment knowledge, helping with diversification and tax strategies.

They help manage investment emotions during market fluctuations.