by Asset Strategy | Jan 25, 2023 | Investopedia, Retirement, Retirement Planning
When you change jobs, you generally have four options for your 401(k) plan. One of the best options is doing a 401(k) rollover to an individual retirement account (IRA). The other options include cashing it out and pay the taxes and a withdrawal penalty, leave...
by Asset Strategy | Jan 18, 2023 | Forbes, Taxes & Tax Planning
Although the stock market had a rough year in 2022, many long-term investors still have substantial capital gains on their taxable investments. Many projections for 2023 point to some positive stock market returns. If nothing else, expect more volatility...
by Asset Strategy | Jan 11, 2023 | Taxes & Tax Planning, Wall Street Journal
How tax-efficient is your mutual fund? That is a question many investors wonder about, and they often assume that the easiest way to answer it is to look at the fund’s turnover. Investors often figure that high turnover means less tax efficiency, because more...
by Asset Strategy | Jan 9, 2023 | Lifestyle
When you lose a spouse, partner, or parent, the grief can be overwhelming. During that grief, life goes on. There are arrangements to be made, things to be taken care of, and much more to do. In recognition of this reality, here is a checklist that you may find useful...
by Asset Strategy | Jan 4, 2023 | Business Insider, Taxes & Tax Planning
Business Insider The new year is here, and it’s time to start thinking about filing your taxes. Changes were made to many tax credits and deductions in 2022 that experts say could lead many people to owe money when they file their IRS returns in 2023. This is...
