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Direct Indexing: A Smart Strategy for Managing Large Unrealized Gains

Direct Indexing: A Smart Strategy for Managing Large Unrealized Gains

Direct Indexing: A Smart Strategy for Managing Large Unrealized Gains

Josh McCarthy

Mar 243 min read

Case Study: How Our Firm Helped Jane, a Retiree, Get Positioned to Save Over $1 Million in Taxes

Case Study: How Our Firm Helped Jane, a Retiree, Get Positioned to Save Over $1 Million in Taxes

Case Study: How Our Firm Helped Jane, a Retiree, Get Positioned to Save Over $1 Million in Taxes

Doug Oosterhart, CFP®

Jan 215 min read

What is Tax Planning? Here Are the Top 4 Ways We Help Clients Manage Taxes

What is Tax Planning? Here Are the Top 4 Ways We Help Clients Manage Taxes

What is Tax Planning? Here Are the Top 4 Ways We Help Clients Manage Taxes

Doug Oosterhart, CFP®

Nov 26, 20244 min read

Step Up in Basis: Taxes at Death for Non-Retirement Accounts

Step Up in Basis: Taxes at Death for Non-Retirement Accounts

Step Up in Basis: Taxes at Death for Non-Retirement Accounts

Doug Oosterhart, CFP®

Jan 4, 20245 min read

J.P. Morgan's Guide to Retirement Updated for 2023

J.P. Morgan's Guide to Retirement Updated for 2023

J.P. Morgan's Guide to Retirement Updated for 2023

Doug Oosterhart, CFP®

Apr 28, 20232 min read

What’s the Deal With the New “Mortgage Tax”?

What’s the Deal With the New “Mortgage Tax”?

What’s the Deal With the New “Mortgage Tax”?

Doug Oosterhart, CFP®

Apr 24, 20232 min read

J.P. Morgan's Guide to Retirement 2022

J.P. Morgan's Guide to Retirement 2022

J.P. Morgan's Guide to Retirement 2022

Doug Oosterhart, CFP®

Nov 29, 20223 min read

WAYT S3E14: When does a Roth make sense?; Logistics of 401(k) Rollovers; Missing Market Downside

WAYT S3E14: When does a Roth make sense?; Logistics of 401(k) Rollovers; Missing Market Downside

WAYT S3E14: When does a Roth make sense?; Logistics of 401(k) Rollovers; Missing Market Downside

Doug Oosterhart, CFP®

Nov 21, 20221 min read

WAYT S3E3: Are bonuses taxed at a higher rate than normal?; Investment account tax docs

WAYT S3E3: Are bonuses taxed at a higher rate than normal?; Investment account tax docs

WAYT S3E3: Are bonuses taxed at a higher rate than normal?; Investment account tax docs

Doug Oosterhart, CFP®

Feb 22, 20221 min read

Taxable Account Up, but 1099 Shows Losses. What Gives?

Taxable Account Up, but 1099 Shows Losses. What Gives?

Taxable Account Up, but 1099 Shows Losses. What Gives?

Doug Oosterhart, CFP®

Mar 1, 20212 min read

Low Interest Rates: Great for Borrowers, Bad for Retirees - Why You Should Care

Low Interest Rates: Great for Borrowers, Bad for Retirees - Why You Should Care

Low Interest Rates: Great for Borrowers, Bad for Retirees - Why You Should Care

Doug Oosterhart, CFP®

Nov 2, 20204 min read

What to Watch: Biden's Tax Policy Proposals

What to Watch: Biden's Tax Policy Proposals

What to Watch: Biden's Tax Policy Proposals

Doug Oosterhart, CFP®

Aug 11, 20203 min read

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