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Tag: tax-advantaged accounts

How Retirees Can Protect Their Heirs from Capital Gains Tax Burdens

Posted on April 27, 2023April 27, 2023 by Matt

Discover strategies for retirees to minimize capital gains tax for their heirs, including the step-up in basis rule, gifting assets, tax-advantaged accounts, charitable remainder trusts, and 1031 exchanges.

Tax Advantage Strategies to Boost Your REIT Investments

Posted on April 24, 2023April 24, 2023 by Matt

Discover how to optimize your REIT investments with effective tax advantages strategies, such as utilizing tax-advantaged accounts, tax loss harvesting, and charitable giving, to maximize returns and minimize your tax burden.

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