5 Tax Strategies to Maximize Returns and Minimize Burdens
Looking to reduce your tax burden? Learn tax-efficient investment strategies that could help you keep more of your money.
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Understanding Capital Gains
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Long-Term vs. Short-Term Gains
Short-term capital gains are taxed at ordinary income tax rates. The long-term capital gains tax rate is 0%, 15% or 20%.
Rules for Capital Losses
Capital losses may be used to offset capital gains. Any remaining capital losses above that can be carried forward to potentially offset capital gains in following years.
Tax-loss Harvesting
You may deduct up to $3,000 of capital losses in excess of capital gains for your federal tax return each year. State tax rates vary.
What works for you?
Your personal circumstances and financial situation will play a role in how you approach your taxes.
Short-Term Gains
Discover where you stand with assets held for less than a year and how you can manage those potential tax implications.
Long-Term Gains
Learn how holding onto assets longer can change your potential tax liabilities.
Real Estate Gains
Navigate the unique terrain of real estate, where the capital gains rules may differ, and be aware of your potential opportunities.
Retirement Funds
Learn how tax-advantaged retirement funds can play a role in your overall financial strategy.
Keep More, Grow More: 5 Tax-Efficient Investment Strategies
Ready to optimize your portfolio and reduce your tax burden? Discover 5 tax-efficient investment strategies that could help.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.