Author page: RisingTideInc

Tax-Loss Harvesting

Tax-Loss Harvesting

Tax-Loss Harvesting A useful year-end move to counteract capital gains.   Even though this may end up being a subpar year for stocks, you may realize capital gains, which is a taxable event. What can you do about them? You can do what some...

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“Backdoor” Roth IRAs

“Backdoor” Roth IRAs

“Backdoor” Roth IRAs If you make too much money to open a Roth IRA, you could create one this way.   You can sum up the appeal of a Roth IRA in three words: federal tax benefit. Potential earnings in a Roth IRA grow tax free as long as the...

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Traditional Vs. Roth IRA

Traditional Vs. Roth IRA

Traditional Vs. Roth IRA Do you know the difference? Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 33.2 million U.S. households. Roth IRAs, however, were created as part of the Taxpayer Relief...

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The Solo 401(k)

The Solo 401(k)

The Solo 401(k) A retirement investment vehicle designed for small.   Do you work for yourself? Then you may want to consider the solo 401(k), which marries a traditional employee retirement savings account to a small-business, profit-sharing...

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A Look at HSAs

A Look at HSAs

A Look at HSAs   Health Savings Accounts may provide you with remarkable tax advantages. When President Trump signed the Tax Cuts & Jobs Act into law late in 2017, new possibilities emerged for the tax-advantaged investment vehicles...

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An Executor Checklist

An Executor Checklist

An Executor Checklist The steps you may need to take to fulfill a major responsibility. If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is not only a measure of your ability, but a measure...

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