Author Blog Posts | Joyce L. Franklin

Tax Loss Harvesting

By Joyce L. Franklin on December 6, 2020 in Investing

Harvesting tax losses is a brilliant wealth-creating technique. Selling your loss positions is a sure way to offset gains realized during the year and stockpile losses for future years. Capital losses in excess of capital gains can reduce other income by $3,000; any excess

RMD Updates for 2020

By Joyce L. Franklin on July 23, 2020 in Retirement Planning, Taxes

Two significant rules have changed the RMD landscape for 2020.

What You Need to Know About the CARES Act

By Joyce L. Franklin on April 10, 2020 in Retirement Planning, Taxes

This $2 trillion federal economic aid package is intended to provide relief to individuals and businesses who are suffering. It contains many tax breaks, as well as opportunities for small business loans.

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Author Blog Posts | Joyce L. Franklin