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How to Minimize Investment Taxes

How to Minimize Investment Taxes

How to Minimize Investment Taxes As an investor, your first priorities should be 1) to develop an asset allocation strategy that aligns with your investment objectives and risk profile, and 2) to select quality securities that support that strategy. Only after that’s...
Self-Directed IRAs: Handle With Care

Self-Directed IRAs: Handle With Care

Self-Directed IRAs: Handle With Care IRAs — both traditional and Roth — are powerful tools for financial, retirement, and estate planning. But what if you’re not satisfied with your IRA’s performance? One way to “turbocharge” its benefits is to use a “self-directed”...
New Audit Rules Will Have a Big Impact on Partnerships

New Audit Rules Will Have a Big Impact on Partnerships

New Audit Rules Will Have a Big Impact on Partnerships Last year’s Bipartisan Budget Act introduces new partnership audit rules that will take effect in 2018. Partnerships — including LLCs taxed as partnerships — should pay close attention to these rules. You...