The Cabot Advisor Blog

Tax Planning

Taxes Should Not Drive Investment Decisions

Many investors believe they need to make investment decisions with their tax situation in mind. I am not saying you should completely ignore taxes. For example, if you have held a stock in a taxable account for 361 days and you are thinking of selling it, I would strongly be in favor of waiting five […]

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3 Year-End Tax Planning Tips

The end of 2016 is coming fast!  While we mostly think of “tax season” as that crazy time of year during the weeks before April 15th, the most valuable part of income tax planning should usually be executed before the books close on December 31st.  To avoid unwanted surprises on your tax return, consider these […]

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Year-End Income Tax Planning Strategies

Many of the components that determine your income tax liability, such as wages, interest income, or property tax payments, are not generally within your control from a timing perspective. Depending on your personal situation, however, the timing of other types of transactions might be more flexible. If you have the choice, deciding whether to engage […]

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Why You Need a Roth IRA

Roth IRAs can be a great option to save up for retirement. With a Roth IRA, your assets grow tax-free, and you can invest in an array of options. If you follow the rules of the game, a Roth IRA can be an advantageous addition to your retirement portfolio. The general rule of thumb with […]

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