Category: Taxes

So, you have a large position in a single stock. This stock represents 10%, 20%, or even more of your investment portfolio. Maybe you…

If California were a country, it would immediately be a global force to be reckoned with. It is no secret that California is the…

Are you interested in a little-known strategy that could help you save up to $43,500 into a Roth IRA every year? This method is…

You may be familiar with the concept of asset location. It’s a tax planning strategy that can help you optimize your investment portfolio’s tax…

Tax-loss harvesting is undoubtedly worth the effort in most cases (but not all). If done correctly, tax-loss harvesting can lead to higher overall portfolio…

Are you considering moving out of California? You are not alone. California’s population decreased by 358,662 in 2021 and 113,649 in 2022. Both are…

There has been a lot of talk about Universal Basic Income (UBI) over the past few years. It has recently resurfaced as former Presidential…

Where should you save your money first? Should you prioritize funding an emergency fund or paying off high-yield debt? Should you max out your…

The Health Savings Account (HSA) is perhaps the most underutilized account type out there, even though it offers the highest number of tax benefits….