Tax Loss Selling: Working with your Spouse
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In our previous article we went through the basics of tax loss selling; however by working with your spouse you may benefit from a few more strategies.
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Year End Tax Tips: Sell Your Losers Now!
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You are sitting at your computer reviewing your investment portfolio and can’t help but notice a few of those energy stocks that took a massive beating this year. You are at a large loss on a few of them and are planning on what to do for the coming year.
I am sure we have all heard the old adage “buy low, sell high”. However, for once, selling low may be to your advantage. Let me explain how this works…
Read MoreRetirement Tax Strategies: Maximizing Your Use of the Pension Tax Credit
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Retirement has arrived.
It is now time to do all of the things you love, from picking up that book you never had time to read to taking a trip down south to soak up some sun.
It would be nice to have a retirement life where money was never an object, however to do many of the things we want and to simply uphold the same lifestyle we had during our working years, money remains a necessity.
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