Stocks & Investment Accounts Archives

26 Feb 2024

How To Create Legacy Wealth For Your Descendants Without Losing It All To Taxes

Maybe you’ve spent your life earning and amassing wealth or maybe you inherited wealth and helped it grow, either way you want to pass that wealth on to your own dependents. You have friends who have shared horror tales about taxes that sucked up huge…

20 Apr 2023

How To Pay Taxes On Your Robinhood Stocks

Paying taxes on capital gains is a requirement every year, and paying Robinhood taxes is no exception. Robinhood is one of several investment apps that takes the guesswork out of investing. Often referred to as robo-investing or robo-advisor, these popular apps ask investors several questions…

27 Mar 2023

How Long Can A 401K Blackout Period Last?

A 401(k) is a great tool to help you save for retirement, but hearing that you might have to deal with a 401K blackout period can be frightening. A blackout period can mean you aren’t able to select new investments or make withdrawals, and knowing…

06 Mar 2022

Tips On How To Successfully Manage A Roth IRA Conversion Ladder

There is something about going to work every day that makes you dream about retirement. Of course, one of the biggest concerns about retirement is having enough money to enjoy your retirement, and you already know Social Security isn’t going to cut it. Most of…

23 Feb 2022

Your Guide To Paying Taxes On Dividends

Investing in stocks and bonds can be an excellent way to build wealth in the short and long term. There are certain tax implications of doing so, however, including an obligation to pay taxes on dividends earned each year from these fruitful investments. Dividends are…

23 Feb 2022

How To Determine Taxes On Mutual Funds

If you are a mutual fund investor, you most likely have numerous questions on the best way to calculate taxes on mutual funds. Yes, most investors know that taxes are paid on mutual fund earnings, but there is more to this general rule. Usually, the…

23 Feb 2022

Are You Taxed On Your 401(K) Or Roth 401(K)?

At least once a day as your taking phone calls and navigating the business world, you dream of retirement. However, how do you pay for it? A 401(K) is recommended by putting 80 percent. For instance, if you made $50,000 per year before retirement, then…

23 Feb 2022

How To Set Up Your Retirement Accounts To Minimize Your Future Tax Burden

Saving for retirement is sadly only part of the battle. The last thing you want after saving for years and finally retiring is for the government to claim a considerable chunk of your then-primary source of income. Unfortunately, most people enter their retirement years with…