What is IRMAA?
An explanation of the IRMAA surcharge for Medicare Part B & D, and how you can avoid or lessen the amount you owe.
Enhancing the Tax Benefits of Direct Indexing with a Short Overlay Strategy
An advanced tax strategy that enhances the potential for capital losses generated by direct indexing by adding one or more short positions.
New York’s Quasi-Progressive Income Tax System
Wylie explains how New York’s income tax system may cause you to pay more taxes at certain bend points than expected.
Highlights from SECURE 2.0 Act
The SECURE 2.0 Act, signed into law on December 23, 2022, has an extensive list of changes relevant to retirement planning. The following is a brief overview of some of the changes:
Kiplinger.com: A Quick Primer on Tax-Loss Harvesting
Tax-loss harvesting can be useful in an array of situations, but understanding when to best utilize this strategy is key. Tax-loss harvesting is the practice of selling an investment for a loss.