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Category: Taxes

Tax Planning for People with Concentrated Positions
January 11, 2021in Taxes0by Client First Capital
271

Tax Planning for People with Concentrated Positions

Sometimes when you’re accumulating wealth, your portfolio could become tied to one or more specific assets. When that happens, you’ll have what’s known as a concentrated position. In this post,…

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The History of Taxation in the US
December 13, 2020in Taxes0by Client First Capital
233

The History of Taxation in the US

As the actor and comedian Will Rogers once said, “The difference between death and taxes is death doesn’t get worse every time Congress meets.” If you’ve ever been curious about…

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How are Investments Taxed (and How Can I Minimize Them)?
December 8, 2020in Investments, Taxes0by Client First Capital
376

How are Investments Taxed (and How Can I Minimize Them)?

While many people tend to focus on how much money their investments will produce for them, it can be equally as important to understand how the IRS will tax this…

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Income Tax Strategies in Retirement
November 24, 2020in Investments, Risk Planning, Taxes0by Client First Capital
226

Income Tax Strategies in Retirement

With Thanksgiving around the corner, I am thankful we have some light at the end of the tunnel. Pfizer, Moderna, and now AstraZeneca have announced that preliminary data show that…

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Top 5 Tips to Minimize Taxes on Investments During Retirement
October 25, 2020in Family Wealth Planning, Investments, Taxes0by Client First Capital
231

Top 5 Tips to Minimize Taxes on Investments During Retirement

At this time of year, it is important to review where you stand from a tax perspective to see if there are any opportunities to benefit your overall tax picture.…

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Impact Multiple Generations with a Tax-Efficient Education Fund Strategy
August 15, 2020in Family Wealth Planning, Taxes0by Client First Capital
423

Impact Multiple Generations with a Tax-Efficient Education Fund Strategy

This week’s key takeaways: How investing in education can help build and protect family wealth529 Plan Advantages529 Plan Pitfalls  Two weeks ago, I wrote about the changing landscape of education…

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    Recent posts
    Video FAQ: Do I Need an Immediate Annuity?

    Video FAQ: Do I Need an Immediate Annuity?

    January 16, 2021
    Tax Planning for People with Concentrated Positions

    Tax Planning for People with Concentrated Positions

    January 11, 2021
    Video FAQ: Retirement Emergency Funds & Cash Reserves

    Video FAQ: Retirement Emergency Funds & Cash Reserves

    January 11, 2021
    The History of Taxation in the US

    The History of Taxation in the US

    December 13, 2020
    How are Investments Taxed (and How Can I Minimize Them)?

    How are Investments Taxed (and How Can I Minimize Them)?

    December 8, 2020
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