8-Step Year-End Checklist
HARVESTING LOSSES Even in the best of times, not every investment may perform as expected. Tax-loss harvesting refers to selling a security in a taxable brokerage account that is worth […]
Options for Overfunded or Unused 529 College Savings Accounts
Section 529 plans can be a tax-smart way to save for college and other qualified education expenses. Contributions to these plans aren’t deductible for federal tax purposes, but earnings and […]
