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The (Muted) Impact of Tariffs on Inflation

The Big Picture

It won’t take very much math to put the effect of tariffs into a broader context. Imported physical goods account for less than $4 trillion, or approximately 13% of the overall economy.1 1 A 10-20% tariff/tax on these goods is ~$350B to $700B. The problem is that tariffs act as a tax increase.

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At the Money: Meb Faber on Tax Aware ETFs

The Big Picture

Would you like to diversify but also defer paying big capital gains taxes? I’m Barry Ritholtz and on today’s edition of at the money we’re going to discuss how to manage concentrated equity positions with an eye towards diversification and managing big capital gains taxes. And that’s the broad market.

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Why Gen 2 Advisors Are a Flight Risk

Wealth Management

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo Brennan’s experience is indicative of many young advisors working in the RIA space. Brown did the math and decided he needed about 20 clients to break even. Related: $2.2B

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When is the Best Time for a Roth Conversion?

Darrow Wealth Management

While a Roth conversion may never make sense for some individuals, for others, early retirement years may be the best time to convert pre-tax accounts to tax-free Roth. Your current and projected future tax rate is often a main component of the decision, but there are other considerations and benefits as well.

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Filing Taxes with Multiple Income Streams: RSUs, K-1s, Freelance, and More [Updated for 2025]

Harness Wealth

This article will explore how to navigate complex tax situations arising from multiple income sources, examining various income types, reporting requirements, self-employment obligations, and strategic approaches to record-keeping and tax planning that can help protect your financial interests. What is an RSU?

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What Triggers an IRS Audit?

Harness Wealth

In this article, well examine the nature of IRS audits, the common audit red flags that result in IRS scrutiny, and how professional tax advisors can help reduce the risk of you being audited. An IRS audit is a formal review of your financial records to verify their accuracy and compliance with tax laws.

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"We're Living In 'End Times' When You Can't Retire On $1 Million"

Random Roger's Retirement Planning

Stating the obvious, a $400,000 account can be a source of $16,000/yr for a very long time (hopefully that nudges higher over the years). million account can be a source of $70,000/yr for a very long time. What is the math for a 4-5% withdrawal rate? How much do you have now and how much are you likely to have when you retire?