by This article was selected for you by Brian Stallcop, CFP® | May 10, 2025 | Financial Planning, Investment Planning, Life Insurance, Taxes
Key Takeaways Wealth managers offer investments—but they don’t stop there. Advanced planning in areas like wealth transfer and wealth protection is a key part of wealth management. Elite wealth managers are systematic about understanding clients on a deep level. We...
by This article was selected for you by Brian Stallcop, CFP® | Dec 6, 2024 | Taxes
Key Takeaways Tax-loss harvesting can help offset taxable capital gains and taxable income. For the strategy to work, certain rules—such as the wash sale rule—must be followed. It may be appropriate to consider tax-loss harvesting as part of a broader plan for...
by Brian Stallcop | Apr 20, 2021 | Financial Planning, Taxes
Tax Arbitrage in Your Sixties Your sixties are the very best time to defuse the tax time-bomb ticking away in your IRAs and 401(k)s. If you’re like many of our clients, you’ve diligently contributed to your IRA, 401(k) or other qualified retirement account for years....
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