The High Yield Savings Trap
We often advise clients to utilize a high yield savings account as part of their financial plan, but placing too much in these accounts can create a drag on performance.
Backdoor Roth Considerations
Roth accounts can be a great way to invest in a tax-free manner, but direct contributions to these accounts are not allowed if income is above certain thresholds. The IRS allows a workaround called the backdoor roth contribution, but investors need to be aware of its limitations.
Real Estate Tax Benefits?
Real estate investing is often considered highly tax advantaged. Sure, there are some tax benefits investors can reap, but the overall tax impacts from a typical real estate investment are more complex.
