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Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
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Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
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The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.