Traditional vs. Roth IRA
Traditional vs. Roth IRA Provided by Avenues to Wealth Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.6 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in 1997, are owned...
What Do Your Taxes Pay For?
What Do Your Taxes Pay For? Provided by Avenues to Wealth Taxes are one of the biggest budget items for most taxpayers, yet many have no idea what they’re getting for their money. The average household spends more on taxes than on groceries, clothing, or...
The Pros and Cons of a NUA Strategy
The Pros and Cons of a NUA Strategy Provided by Avenues to Wealth Employer-issued stocks can be one attractive benefit an employer can offer. But while it has its benefits, it's natural to wonder what happens if you leave that job. That's where net unrealized...
Five Most Overlooked Tax Deductions
Five Most Overlooked Tax Deductions Provided by Avenues to Wealth Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible....
Counteracting Capital Gains with Tax-Loss Harvesting
Counteracting Capital Gains with Tax-Loss Harvesting Provided by Avenues to Wealth Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you may have. While this doesn't...
Please Leave Home Without It
Please Leave Home Without It Provided by Avenues to Wealth Concerns over identity theft continue to grow, especially with the news of data breaches at major companies and financial institutions. Unfortunately, you have little control over when a company is...
A Decision Not Made Is Still a Decision
A Decision Not Made Is Still a Decision Provided by Avenues to Wealth Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, "Almost any decision is...
SECURE Act 2.0: An Overview
SECURE Act 2.0: An Overview Provided by Avenues to Wealth In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement. The law is called...
Inventorying Your Possessions
Inventorying Your Possessions Provided by Avenues to Wealth Only one in four in ten Americans have a home inventory, despite the fact that about one in ten homes were impacted by natural disasters in 2021.1,2 It’s great to have insurance against damage and...
Emotional vs. Strategic Decisions
Emotional vs. Strategic Decisions Provided by Avenues to Wealth Information vs. instinct. When it comes to investing, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is, the choices we...
Traditional vs. Roth IRA
Traditional vs. Roth IRA Provided by Avenues to Wealth Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.6 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in 1997, are owned...
What Do Your Taxes Pay For?
What Do Your Taxes Pay For? Provided by Avenues to Wealth Taxes are one of the biggest budget items for most taxpayers, yet many have no idea what they’re getting for their money. The average household spends more on taxes than on groceries, clothing, or...
The Pros and Cons of a NUA Strategy
The Pros and Cons of a NUA Strategy Provided by Avenues to Wealth Employer-issued stocks can be one attractive benefit an employer can offer. But while it has its benefits, it's natural to wonder what happens if you leave that job. That's where net unrealized...
Five Most Overlooked Tax Deductions
Five Most Overlooked Tax Deductions Provided by Avenues to Wealth Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible....
Counteracting Capital Gains with Tax-Loss Harvesting
Counteracting Capital Gains with Tax-Loss Harvesting Provided by Avenues to Wealth Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you may have. While this doesn't...
Please Leave Home Without It
Please Leave Home Without It Provided by Avenues to Wealth Concerns over identity theft continue to grow, especially with the news of data breaches at major companies and financial institutions. Unfortunately, you have little control over when a company is...
A Decision Not Made Is Still a Decision
A Decision Not Made Is Still a Decision Provided by Avenues to Wealth Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, "Almost any decision is...
SECURE Act 2.0: An Overview
SECURE Act 2.0: An Overview Provided by Avenues to Wealth In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement. The law is called...
Inventorying Your Possessions
Inventorying Your Possessions Provided by Avenues to Wealth Only one in four in ten Americans have a home inventory, despite the fact that about one in ten homes were impacted by natural disasters in 2021.1,2 It’s great to have insurance against damage and...
Emotional vs. Strategic Decisions
Emotional vs. Strategic Decisions Provided by Avenues to Wealth Information vs. instinct. When it comes to investing, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is, the choices we...
