How to Manage Capital Gains With Tax-Aware Investing
A strong investment return can lose some of its impact when taxes are considered. If you have appreciated stock, several types of investment accounts, or proceeds from selling a business or real estate, the tax consequences of your investment decisions can become an important part of your financial plan. Tax-aware investing looks beyond investment performance […]
Direct Indexing and Tax-Loss Harvesting with Angela R. Berkosky (Ep. 209)
Watching a stock or business grow substantially can feel rewarding, until you start thinking about the tax bill that could come with selling it. For investors with appreciated stock, multiple account types, or proceeds from a major sale, investment decisions and tax decisions can quickly become intertwined. In this episode, Larry Heller, CFP®, CDFA®, speaks […]