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 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...
by Asset Strategy | Dec 21, 2022 | Forbes, Taxes & Tax Planning
Forbes Well folks, we made it – December, 2022 is finally here. It’s the time of holiday wishes, wintry weather…and making year-end tax preparations. Okay, so, readying your finances for tax season is a lot less fun than the other two. But for investors, it’s a final...
by Asset Strategy | Nov 2, 2022 | Business Insider, Financial Planning, Inflation, Taxes & Tax Planning
Business Insider Each year as the summer heat begins to chill and the leaves start to change color, it’s a signal that we’re approaching the end of the calendar year. It should also be a reminder to check in on your finances, as key deadlines approach that...
by Asset Strategy | Sep 28, 2022 | Inflation, Taxes & Tax Planning, The New York Times
New York Times High inflation has taken an obvious toll on the cost of groceries, new cars and rents, among other things. But it may also help to know that, in addition to a big boost to Social Security payments, inflation could help save money on your federal tax...
