Dividend investing is a popular way to generate income and build long-term wealth, but if you’re not careful, you could be giving a big chunk of that income to Uncle Sam. In this article, we’ll walk through a real client case study and unpack the key strategies you can use to reduce taxes on dividends, optimize your portfolio, and keep more of your income working for you.
Over the next couple of decades, trillions of dollars are expected to change hands as baby boomers pass down their wealth to younger generations. Dubbed the “Great Wealth Transfer,” this shift is one of the largest financial events of our time and it presents both a unique opportunity and a serious responsibility for those on the receiving end.
You’ve probably heard the word “tariffs” tossed around in the news—usually tied to trade wars, economic uncertainty, or political headlines. But what do tariffs actually mean for you as an investor? And more importantly, how could they impact your retirement portfolio? Let’s break it down.
The market has been volatile lately in response to the tariffs that are rolling out. Market volatility is never fun to endure, but it is a normal part of investing.
Discover how strategic tax planning can help you minimize taxes on Social Security, pensions, and withdrawals from retirement accounts.
Most retirees don’t realize it, but they’re likely overpaying in taxes on their Social Security benefits. The good news? With the right strategy, you can dramatically reduce—or even eliminate—the taxes on your Social Security income. In this post, we’ll walk through a real-life case study to show how one couple legally kept more of their retirement income and slashed their tax bill.