Financial Advisor Insights

5 Strategies to Reduce Tax This Year

This article was originally published by Darrow advisor Kristin McKenna, CFP® on Forbes.

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New IRS Contribution Limits for 2020

The IRS has released the 2020 contribution limits for retirement plans and other cost-of-living adjustments. 

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Is Tax-Loss Harvesting a Good Idea?

Tax-loss harvesting is the process of selling an investment that has lost value in your portfolio to 'realize' the loss for tax purposes. Investors can use this loss to offset taxable capital gains […]

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Business Owners: It's Not Too Late to Lower Your Taxable Income for the Year

Self-employed business owners and entrepreneurs working for themselves part-time have a lot of flexibility when it comes to saving for retirement and managing their taxes. Though self-employed […]

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5 Reasons You Shouldn't Make Non-Deductible IRA Contributions

Should you consider making after-tax contributions to an IRA? Anyone with an income can make non-deductible contributions to an IRA up to the annual limits. While these after-tax, non-Roth savings […]

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Tax-Efficient Funds Don't Belong in Your IRA

This article was originally published by Darrow advisor Kristin McKenna, CFP® by Forbes.

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5 Ways to Minimize Tax on Your Investments

As the saying goes, nothing is certain but death and taxes. Though it's hard to argue with the truth, there are often ways improve your situation. Reducing your tax liability can be challenging, but […]

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Should You Make Non-Deductible Contributions to an IRA?

Most high-income individuals are unable to make tax-deductible contributions to a traditional IRA due to IRS limits, yet their earnings level may allow the capacity to save more after maxing out a […]

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How to Reduce Tax on Your Investments

This article was written by Darrow advisor Kristin McKenna, CFP® and originally published by Forbes.

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5 Financial Tasks to Prioritize in the New Year

There's truly no better time than the present to get your finances set up for the New Year. Unfortunately, for many busy professionals, there just isn't enough time in the day to tackle seemingly […]

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