If you’re charitably inclined, a Donor Advised Fund can be a great way to slash your current and future tax bill while also fulfilling your charitable inclinations. They can be expensive though, so make sure you do your homework on Donor Advised Funds.
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You worked, saved, and planned to enjoy the retirement life of your dreams. But those dreams cost...
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Asset LOcation is the process of determining which of your investment assets are highly tax-efficient and those which are horribly tax-inefficient. Once you determine your potential tax liability for each of your investments, you rank them from efficient to inefficient then place them as best as possible in different accounts that are tax-free, tax-deferred, or taxable.
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Portfolio rebalancing is the process of buying and selling portions of your investment portfolio...
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You probably hear it all the time from your financial advisor . . . “You need a financial plan!”...
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