This month, my newsletter explores the following topics:
- Tax planning begins when building your portfolio
- Five signs the housing market is slowing down
- Capital gains tax 101
- Tax-smart charitable giving strategy using IRA money
With the fall season right ahead of us, please contact me if you would like to discuss your finances.
Tax Planning Begins When Building Your Portfolio. Here’s What To Know
If you’re still recovering from the tax sting of larger-than-expected mutual fund payouts in 2021, it’s never too early to prepare for future distributions, financial experts say.
5 Signs The Housing Market Is Starting To Slow Down
There is a shift happening in the housing market. After more than a year of soaring demand, exploding home prices and increasing real estate sales, the market finally seems to be cooling off. While the market is still very strong by historical standards, here are five reasons to believe the tide is turning.
Capital Gains Tax 101: Basic Rules Investors And Others Need To Know
Learn the ins and outs of the capital gains tax, which you may owe if you sell stocks, your home, cryptocurrency, a stamp collection, and much more.
Here’s A Tax-Smart Charitable Giving Strategy Using Money From Your IRA
Over the past few years, there’s been no shortage of ways to give to charity. And there’s a special tax break for retirees who transfer funds from individual retirement accounts.
Michael M. Silverman is a Financial Representative of The Guardian Life Insurance Company of America, New York, NY. Strategies for Wealth is not an affiliate or subsidiary of Guardian.
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2022-141699 Exp. 8/24