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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

529 College Savings Plans

By Ashley Rittershaus on October 26, 2020 in College Planning, Investing

College tuition has historically increased a whopping 6% annually, which makes investing early for college so important. 529 plans are an excellent, tax-free way to save for higher education expenses. How Much to Contribute A contribution to a 529 account is considered a gift