Blog Mutual Funds Taxes 
Walkner Condon Financial Advisors
MAY 31, 2024
Breathe Easier Next Tax Season with These Planning Strategies Every year, most of us smile when we see April 15th in the rearview mirror. The completion of our tax returns being filed marks the beginning of a nine month period where we don’t need to think about funny acronyms and form numbers.
Integrity Financial Planning
NOVEMBER 7, 2022
Using a strategy called tax-loss harvesting, you can earn capital gains tax credits on your investment losses. What is Tax-Loss Harvesting? This strategy is when you sell stocks, mutual funds, exchange-traded funds (ETFs), and other investments carrying a loss to offset gains from other investments sold.
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Integrity Financial Planning
MARCH 13, 2023
It’s held jointly between you and your employer and contains contributions from you both, and it consists of stocks, bonds, mutual funds, and other assets. The contents of a 401(k) are not taxed until they are withdrawn and taken directly out of your paycheck, which may be useful depending on your financial situation.
Ballast Advisors
NOVEMBER 29, 2022
How you treat those losses come tax time can mean a lot in the long run of your financial plan. Good portfolio management focuses on after tax rate of returns,” says Ballast Advisors Managing partner Paul Parnell. Tax harvesting is a method of investing that involves buying and selling assets in order to reduce capital gains taxes.
The Motley Fool
JANUARY 25, 2024
Up next, Robert Brokamp and Alison Southwick are going to tackle some of those questions that you sent in about saving for kids, taxes and trading, and a little known savings account. If you decide to trim the position, it definitely makes sense to identify the shares you're selling to maximize the tax consequences.
Walkner Condon Financial Advisors
AUGUST 13, 2022
Both 401(k)s and IRAs are Tax-Advantageous Accounts. The short answer is that they are tax-advantageous vehicles that can help you get to your retirement goals. These types of retirement accounts can be tax-deferred or have tax-free growth characteristics. Before highlighting a few differences, let’s chat about the why.
Walkner Condon Financial Advisors
APRIL 13, 2022
If you work for a university, public school, or a 501(c)(3) tax-exempt organization (more commonly referred to as a charitable organization or nonprofit), you may have participated in a 403(b) plan. It is a defined-contribution plan that offers an opportunity for an employee to save and invest for retirement in a tax-deferred manner.
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