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The Tax-Conscious Investor: Maximizing Returns by Minimizing Taxation

By |2024-04-02T12:22:15-05:00April 2nd, 2024|The Blog @JGUA|

In today’s complex financial landscape, savvy investors understand that building a portfolio shouldn’t just be about maximizing your return for a certain level of risk. More and more people are starting to realize that you must consider the tax components of your investments, as it can have a big effect on what you are actually [...]

IRS Contribution Limit Changes for 2018

By |2019-01-10T11:48:02-05:00November 17th, 2017|Retirement, The Blog @JGUA|

What do these changes mean for you and your retirement savings plan? Lynda Tull, Associate Advisor The IRS has announced new contribution limits for retirement savings accounts which include 401K, 403B, and most 456 plans. Changes to income limits for IRA contribution deductibility and new contribution limits for Health Savings Accounts (HSAs) have also been [...]

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