WiserAdvisor

JUNE 22, 2023

The questions you ask your financial advisor should cover various aspects of your portfolio, such as fees, taxes, risk, and others. It is essential for your investment portfolio to align with your unique financial goals, risk tolerance, and time horizon. Are there any tax implications associated with my investments?

Financial Advisor 52

Financial Advisor Portfolio Investing Investments 52

Good Financial Cents

JANUARY 6, 2023

High-Yield Certificates of Deposit. High-Yield Certificates of Deposit. You can also look into high-yield certificates of deposit, or CDs, which require you to commit to saving for a specific length of time (usually a few months to several years). Table of Contents Best Short-Term Investments for $2,000 to $3,000.

Investing 91

Investing Investments Accounting Certification 91

Good Financial Cents

JULY 6, 2023

You can set up an account in minutes, and Betterment offers added benefits like portfolio rebalancing, dividend reinvestment, and tax-loss harvesting. Collect Dividends Risk level: Moderate When I talk about collecting dividends, I am of course talking about investing in dividend stocks.

Investing 98

Investing Investments Accounting Certification 98

Good Financial Cents

JULY 17, 2023

” To learn more about the tax implications of rental income, you can refer to the IRS publication IRS Publication 925: Passive Activity and At-Risk Rules. Companies distribute a portion of their profits to shareholders as dividends, providing you with a passive income stream. .”

Certified Financial Planner 68

Certified Financial Planner Wealth Accumulation Financial Planner Certification 68

Good Financial Cents

DECEMBER 13, 2022

Certificates of Deposit (CDs) . Betterment makes it easy to invest automatically, and they ask you questions to assess your risk tolerance and get a better handle on your goals. In other words, you benefit from tax-free growth and tax-free distributions once you reach retirement age. Hire a Robo-Advisor .

Investing 86

Investing Investments Accounting Certification 86

Good Financial Cents

JANUARY 17, 2023

It offers a way for employees to save for retirement on a tax-deferred basis, while also requiring employers to make contributions on behalf of their employees. Another key benefit of a Simple IRA is that it allows employees to make contributions to the plan on a pre-tax basis. Benefits of the Simple IRA vs 401k. Do not overlook this.

Retirement Planning 111

Retirement Planning Retirement Planning Taxes 111

Good Financial Cents

AUGUST 1, 2022

Be sure that any investment you do choose will be likely to provide the return you expect at an acceptable risk level for your own personal risk tolerance. The main advantage enjoyed by municipal bonds is their tax-exempt status for federal income tax purposes. Longer Term Certificates of Deposit (CDs).

Investing 64

Investing Investments Certification Accounting 64

Good Financial Cents

JULY 26, 2022

This especially becomes true in the distribution phase of your retirement when you are relying on your portfolio to provide income. In addition, REITs are required by law to distribute at least 90% of their taxable income to shareholders in the form of dividends, making them an attractive choice for income-seeking investors.

Investing 69

Investing Investments Certified Financial Planner Financial Planner 69

WiserAdvisor

NOVEMBER 16, 2022

The answer depends on factors like demographics, tax brackets, and your financial situation. According to most experts, investing a fixed percentage of your post-tax income is the right way to go. People tend to have different approaches based on their risk tolerance and financial objectives.

Financial Advisor 52

Financial Advisor Investing Investments Portfolio 52