Taxes

Is It Time To Ditch Bonds In Your Taxable Investment Account?

The short answer is yeah, probably. The better answer is yeah, probably, but there's some nuance to this so let's pump the brakes so...

The Tax Efficiency Of ETFs

Want to learn why ETFs are a superior option from a tax perspective? Read this post.

3 Ways To Get More Out Of Your Roth IRA

Roth IRAs provide tax-free income in retirement. In general, the more money an investor can get inside a Roth IRA, the better. In order...

Tax Loss Harvesting Isn't The Panacea Financial Advisors Tout It As

If you own an asset like property or stock and that asset declines in value compared to the price you paid for it, when you sell that...

How The SECURE Act Affects Financial Planning

The new SECURE Act of December 2019 affects a majority of our clients. Click to read if you might feel the impact as well.

2 Ways To Maximize Your Colorado 529 Plan

We all know that 529 plans can be valuable college education savings tools. What we might not realize is that CollegeInvest, the folks...