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10 Wednesday AM Reads

The Big Picture

My mid-week morning train WFH reads: • What to Know About TurboTax Before You File Your Taxes This Year : Don’t get tricked into paying for tax prep if you don’t have to. Learn how the biggest tax preparation companies have suppressed free filling options for years. Make sure it’s in your tax tool kit. billion today.

Taxes 278
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Financial Market Round-Up – Jan’24

Truemind Capital

The stories have the potential to draw many investors into the overvalued market, leaving them distraught after the correction. Contrary to the expectation of an economic slowdown in 2023, the year turned out to be full of surprises, mostly positive ones. You can write to us at connect@truemindcapital.com or call us at 9999505324.

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9 Year-End Planning Tips from a Wealth Planner

Carson Wealth

That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. One consideration this year is that we’re two years from the expiration of the Tax Cuts and Jobs Act of 2017 (TJCA). AGI impacts multiple other tax considerations.

Planning 143
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Is the ESG Craze Really Fading?

The Big Picture

Previously : Tax Alpha (April 14, 2022) Accessing Losses via Direct Indexing (April 14, 2021) The Cutting Edge (September 30, 2021) USA Is Smashing Its Clean Energy Targets (October 17, 2017) Sources : Wall Street’s ESG Craze Is Fading By Shane Shifflett WSJ, Nov. Oct 31, 2023) 4.

Taxes 183
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Weekly Market Insights – February 6, 2023

Cornerstone Financial Advisory

Another Rate Hike The Federal Reserve raised interest rates by 0.25%, signaling to the financial markets that it would likely hike rates by another 25 basis points at its next meeting in late March. Source: Econoday, February 3, 2023 The Econoday economic calendar lists upcoming U.S. Friday: Consumer Sentiment.

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Top Mutual Funds For SIP In 2023

Trade Brains

In this article, we’re going to take a look at the Top Mutual Funds For SIP in 2023. Let’s take a look at the top mutual funds for SIP in 2023. Vivek Sharma is a PGDM Finance graduate and has over 16 years of experience in Indian financial markets, primarily in equity research. What is SIP? 1-yr return 2.5

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Is Retirement a Good Time for Roth Conversions?

Darrow Wealth Management

Considering Roth conversions in retirement When you convert pre-tax money from an IRA to an after-tax Roth IRA, the amount converted is included in your taxable income. But in retirement, without a paycheck, it can be a great opportunity to control your tax situation for the year and fill up the lower tax brackets.