Insights & Guides
Our team writes about the questions clients ask most — taxes, investing, retirement income, and real estate — in plain English.
3 articles
A plain-English guide to 1031 like-kind exchanges for real estate investors, covering the 45-day and 180-day deadlines, qualified intermediary requirements, and why tax and financial coordination matters before you sell.
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Where you hold an investment can matter as much as what you hold. Here's how asset location, tax-loss harvesting, and municipal bonds work together to reduce the tax drag on your portfolio.
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Business owners in their peak earning years often need more than a 401(k) or SEP-IRA to catch up on retirement savings and manage taxable income. Here's how defined benefit and cash balance plans work, and who tends to be a good fit.
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