Monthly Archive: April 2012

Apr 10

Four Tips for Tax Smart Investing

At times, you may be able to use losses in your investment portfolio to help offset  realized gains. Savvy investors have long realized that what their investments earn after taxes is what really counts. After factoring in federal income and capital gains taxes, the alternative minimum tax (AMT), and potential state and local taxes, your …

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Apr 04

Social Security Planning

Yesterday I read an article that gives its readers some ideas on how to reduce taxes when it comes to social security planning.  Here is the link and a clip from the article that gives you some insight into the subject: Bracket Blues: The taxation of Social Security benefits is uber-complicated, but savvy planning can pay …

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