Taxes

pexels karolina grabowska 4386321

Tax Loss harvesting – Pros and Cons

Harvesting losses seems like an automatic thing to do in a year where most asset classes decline in value. Like anything else, though, it makes sense for some, but it is not a great idea for others. Even for those for whom it does make sense, the advantages are limited and only begin to benefit you once you have gains to offset the losses. For some people, surprisingly, capturing GAINS is a good strategy!

MONEY mattia widows 5 chart1 01

Walk a Widow Through Major Financial Decisions

The third stage in a widow’s financial journey is called the passage or growth stage. In this phase, the widow adjusts to new conditions, designs her new life and explores possibilities. The widow is beginning to find joy in her life again. She is adjusting to her new situation.

images

Tax Arbitrage Strategy – Roth Conversion

The decision to initiate a Roth IRA conversion depends on your family’s financial situation. It should consider enhancing your long-term portfolio value, reducing your lifetime tax obligations, reducing your lifetime Medicare premiums, aligning with your estate planning goals, creating more flexibility in the future.

Selecting a Financial Advisor

Selecting a Financial Advisor: Designations and Education That Matter (Interviewed Video)

In our previous blog/video we discussed the regulation (or lack thereof) of people who call themselves financial planners. That issue is intimately related to the lack of any formal requirement that financial planners have a designation or some other evidence that they have the education one would think is necessary to advise consumers competently. We …

Selecting a Financial Advisor: Designations and Education That Matter (Interviewed Video) Read More »

Get news from Atlas Fiduciary Financial, LLC in your inbox

Email

*

By submitting this form, you are consenting to receive marketing emails from: Atlas Fiduciary Financial, LL, 393 Ramapo Valley Rd Fl 2, Fl 2, Oakland, NJ, 07436, US, https://atlasfiduciary.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email.