Tax Planning

HBO’s Emmy-winning series dropped a major plot bomb in its final season. Here’s how the twist could be more realistic than you might think. First and foremost, for our friends who watch the popular HBO series ‘Succession,’ this article contains spoilers, so we’d strongly recommend finishing the show before returning to learn how the equivalent of a major plot point...

Direct indexing is a common investing strategy that allows investors to build a custom portfolio. Direct indexing is a strategy used by investors to build a customized portfolio of individual stocks. This investment approach has gained popularity in recent years due to advancements in technology that have made it easier and more cost-effective to implement. In this article, we will...

Peter Thiel, a PayPal co-founder, invested approximately $2,000 worth of PayPal shares in a Roth IRA during the late 1990’s. Today, those shares are worth an estimated $5 billion, and Thiel won’t owe taxes on any of the gain if he waits until the age of 59 ½ to withdraw money from that account. Although it’s unlikely that Thiel’s success...