Here’s how uber-rich pass wealth tax-free to heirs during down markets
[ad_1] Brand New Images | Stone | Getty Images A lousy stock market is often no reason for investors to cheer. But for the uber-rich, it may offer a route…
Here’s how to pay 0% capital gains taxes with a six-figure income
[ad_1] Luminola | E+ | Getty Images It’s natural to fixate on portfolio losses, especially with the S&P 500 down more than 20% for the year. But you may still…
Jobs, home prices, market volatility are client concerns, advisors say
[ad_1] Daniel Acker | Bloomberg | Getty Images With high inflation and rising interest rates fueling speculation that a recession is on the horizon, it may come as no surprise…
Here’s how advisors are helping clients reduce their 2022 tax bill
[ad_1] Hero Images | Hero Images | Getty Images Weigh Roth IRA conversions With the S&P 500 Index down more than 20% in 2022, many investors are eyeing Roth individual…
Here’s how to pick the best charitable giving strategy
[ad_1] Catherine Mcqueen | Moment | Getty Images It’s easy to transfer cash when a charity pulls at your heartstrings. But other giving strategies may provide a bigger tax break,…