Buy, Borrow, Die’ Strategy: How the Ultra-Wealthy Avoid Capital Gains Tax Forever
The ‘Buy, Borrow, Die’ Strategy: How the Ultra-Wealthy Avoid Capital Gains Tax Forever CORE INSIGHTS Buy: Acquire high-quality assets (stocks,…
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Net Unrealized Appreciation (NUA): The Secret Tax Weapon for Company Stock in Your 401(k
Net Unrealized Appreciation (NUA): The Secret Tax Weapon for Company Stock in Your 401(k) CORE INSIGHTS Tax Arbitrage: NUA allows…
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Tax-Loss Harvesting and the Wash-Sale Rule: A High-Earner’s Guide to Preserving Wealth
Tax-Loss Harvesting and the Wash-Sale Rule: A High-Earner’s Guide to Preserving Wealth CORE INSIGHTS Offset Gains: Tax-Loss Harvesting (TLH) involves…
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The Net Investment Income Tax (NIIT): Strategies to Avoid the 3.8% Surcharge
The Net Investment Income Tax (NIIT): Strategies to Avoid the 3.8% Surcharge CORE INSIGHTS The Surcharge: The NIIT is an…
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The Mega Backdoor Roth: How to Contribute Over $70,000 to Retirement Annually
The Mega Backdoor Roth: How to Contribute Over $70,000 to Retirement Annually CORE INSIGHTS Massive Limit: The Mega Backdoor strategy…
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The SALT Deduction Cap: Strategies for High Earners to Navigate the $10,000 Limit
The SALT Deduction Cap: Strategies for High Earners to Navigate the $10,000 Limit CORE INSIGHTS The Cap Limit: The TCJA…
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The Section 1031 Exchange: A Master Class in Deferring Real Estate Capital Gains
The Section 1031 Exchange: A Master Class in Deferring Real Estate Capital Gains CORE INSIGHTS Tax Deferral: Section 1031 allows…
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Dynamic Withdrawal Strategies: Moving Beyond the 4% Rule for Longevity
Dynamic Withdrawal Strategies: Moving Beyond the 4% Rule for Longevity CORE INSIGHTS 4% Rule Limitations: The conventional static withdrawal rule…
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Social Security Spousal Benefits: Maximizing Income for Married and Divorced Couples
Social Security Spousal Benefits: Maximizing Income for Married and Divorced Couples CORE INSIGHTS The 50% Rule: A spouse can claim…
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Qualified Small Business Stock (QSBS): The $10 Million Tax-Free Capital Gain
Qualified Small Business Stock (QSBS): The $10 Million Tax-Free Capital Gain CORE INSIGHTS Zero Tax Potential: The QSBS exclusion (Section…