jacobburkhart

Tax-Loss Harvesting

A useful year-end move to counteract capital gains. Even though this may end up being a subpar year for stocks,…

5 years ago

“Backdoor” Roth IRAs

If you make too much money to open a Roth IRA, you could create one this way. You can sum…

5 years ago

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock. Why sell shares when you can gift them? If…

5 years ago

Why Roth IRA Conversions May Now Be Advantageous

Thanks to a couple of factors, some investors are thinking about this move before 2020 ends. Roth IRAs have attracted…

5 years ago

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