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Woman with dark hair and glasses smiling while using calculator

Woman with dark hair and glasses smiling while using calculator

10 Ways to Reduce Taxes on Your Brokerage Account

Lowering the amount of taxes you pay on your investment assets involves a mix of strategies.

Daniel Kurt

Apr 224 min read

Person overlooking spreadsheet and laptop with numbers and charts

Person overlooking spreadsheet and laptop with numbers and charts

What are Share ‘Classes' for Mutual Funds?

Understanding how fund classes differ can help you reduce investment fees and keep more of what you invest.

Daniel Kurt

Dec 2, 20254 min read

Wooden cubes spelling out T-A-X, tax documents, calculator and money

Wooden cubes spelling out T-A-X, tax documents, calculator and money

What is Tax-Loss Harvesting?

Tax-loss harvesting is an important investing strategy that can help reduce the amount you owe the IRS at year’s end.

Daniel Kurt

Nov 26, 20253 min read

Money jar and and cash lying on table with journal page showing pros and cons list for Roth and Traditional IRAs

Money jar and and cash lying on table with journal page showing pros and cons list for Roth and Traditional IRAs

Traditional or Roth? Understanding IRAs

Choosing the right IRA for your situation can make a big impact on how much money you’ll actually be able to spend in retirement.

Daniel Kurt

Nov 24, 20254 min read

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