With the recent election and political uncertainty that has ensued, the question crossing many people’s minds is whether or not capital gains taxes are going to be higher in 2021. In this blog we are going to address how we see 2021 capital taxes, and also discuss some ways to potentially to lower your capital gains tax.
Bob Karn attended the ninth-annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at the Ritz Carlton in Orlando, FL – March 22-24, 2017.
Down markets are inevitable, both as part of the normal cycle and due to specific events. Studies show that investors who panic and react to these market events often underperform.
The transition into retirement can be overwhelming. Furthermore, every insurance agent and broker seems to want to sell you a high-priced annuity loaded with hidden fees and surrender charges. Learn how to avoid spending more than you should to feel secure in your retirement.