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Don’t let the noise of random returns ruin a brilliant investment strategy.

“Estimates range from $5,000 to $20,000; sharp opposition to Finra getting involved.”

The capital gains tax traps wealth in an investment vehicle requiring special techniques to free the capital without penalty.

Despite their complexity, these exchanges have the potential to save vast amounts of money.

Roth accounts have several advantages over traditional retirement accounts.

Our firm decided to become a 3(38) investment manager because playing this role offers our clients administrative relief. By taking on the role of a 3(38) adviser, we accept responsibility for selecting a prudent investment strategy.

Now you may pay one of at least four different capital gains rates. The strategies to deal with capital gains differ for each level.

MAGI is a common tax term to denote the resulting value of your adjusted gross income (AGI) with some items added back in. However, each use of MAGI may have different variables added back.

Low risk firms should be visited less frequently by the SEC.

A typical college degree is worth up to a million bucks over a career, but that’s not true for every degree.

Having sufficient assets in a taxable account can allow for tax planning.

Two different people can end up with very different amounts of tax owed, simply because of their marital status. You cannot argue this increased tax is their “fair share” simply because they are married.

Learn how a family of four can qualify for a full subsidy with an income of $140,000 a year.

ObamaCare Is the Worst Legislation in 75 Years.

Russia is less than 6% of most emerging market indexes.