⚔️Warrior Ethos

3 Capital Gains Tax Strategies for Seniors

Sponsored Planning for retirement taxes can be crucial to effectively managing your finances once you've left the workforce, especially if you're still investing to grow your wealth.  Worried about capital gains taxes in retirement? Discover 3 capital gains tax strategies for seniors. Click here to learn more.  Smart Takeaways: Standard rules apply: The once-exclusive home-sale tax break for people over  55 now applies to everyone. Hold longer, tax less: Focusing on long-term investments may help keep realized gains in lower tax brackets. Use smart shelters: Tax-advantaged accounts and strategic loss-offsetting may be viable options for retirees to curb capital-gains tax exposure. Advisors may offer an advantage: A fiduciary financial advisor may be able to help weave these tactics into a broader retirement-tax strategy. If you're looking for a way to decrease your tax burden, we recommend finding a financial advisor. They can help you understand your options and look for ways to  save money on your tax bill, make smart investments, and plan for retirement.   Research suggests people who work with a financial advisor feel more at ease about their finances and could end up with about 15% more money to spend in retirement.¹   It's never too late to plan to work toward a comfortable retirement. Try SmartAsset's no-cost tool to find vetted financial advisors serving your area. Get your financial advisor matches today Try SmartAsset's Financial Advisor Matching Tool   Hire a pro. Find and compare vetted financial advisors serving your area, each legally bound to work in your best interest. SmartAsset 122 E 42nd St #4300, New York, NY 10168 This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal.  Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). Past performance is not a guarantee of future results. There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. SmartAsset.com is not intended to provide legal advice, tax advice, accounting advice or financial advice (Other than referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States). The article and opinions in this publication are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you consult your accountant, tax, or legal advisor with regard to your individual situation. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset's services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset receives compensation from Advisers for our services. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any user's account by an Adviser or provide advice regarding specific investments. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors.    Sources: 1. "Journal of Retirement Study Winter" (2020). The projections or other information regarding the likelihood  of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are  not guarantees of your future results. Please follow the link to see the methodologies employed in the  Journal of Retirement study   This email is a paid advertisement. It is for a product and/or service that is not offered, recommended or endorsed by Daily Profit Press and neither the company nor its affiliates bear responsibility or control over the content of the advertisement and the product or service offered. There is a very high degree of risk involved in trading. Past performance is not indicative of future results. The profits and performance shown are not typical, we make no future earnings claims, and you may lose money. Daily Profit Press and all individuals affiliated with this site assume no responsibility for your trading and investment results. The indicators, strategies, columns, articles and all other features are strictly for communication purposes only and should not be construed as investment advice. Information for any trading observations are obtained from sources believed to be reliable, but we do not warrant its completeness or accuracy, or warrant any results from the use of the information. Your use of the trading observations is entirely at your own risk and it is your sole responsibility to evaluate the accuracy, completeness and usefulness of the information. Your information may be shared with our educational partners. You must assess the risk of any trade with your licensed investment professional and make your own independent decisions regarding any securities or investments mentioned herein. Affiliates of Daily Profit Press may have a position or effect transactions in the securities or investments described herein (or options thereon) and/or otherwise employ trading strategies that may be consistent or inconsistent with the provided strategies. bots   This email was sent to diansastroxz.forex@blogger.com. Don't want to receive these emails anymore? Unsubscribe here.   Daily Profit Press  |

This email was sent to diansastroxz.forex@blogger.com. Don't want to receive these emails anymore? Unsubscribe

Daily Profit Press,