Tax Planning Archives - Unique Financial Advisors

Tax Loss Harvesting to Help Minimize Taxes

by Vid Ponnapalli | Jul 24, 2022 | Tax Planning, Wealth Management

Tax Loss Harvesting to Help Minimize Taxes An Upside of a Down Market? Tax Loss Harvesting to Help Minimize Taxes During bear markets or times of stock market volatility, it can be tempting to tune out financial news and stop checking your account...

Tax Planning for Retirement

by Vid Ponnapalli | May 2, 2022 | Retirement Planning, Tax Planning

Tax Planning for Retirement: The Long Game Tax planning for retirement is different from the strategies you deploy to minimize taxes while working. You’ll be using your investments for income, and the way they are taxed is different depending on the type...

Three Dangerous Pitfalls of Mutual Fund Investing

by Vid Ponnapalli | Jan 6, 2022 | Tax Planning, Wealth Management

Three Dangerous Pitfalls of Mutual Fund Investing The first mutual fund was launched almost a hundred years ago, and since then, the industry has grown to over $20 trillion in assets under management. Mutual funds are appealing because they remove the single stock...

Your Holiday Wellness Plan Comes Down to Avoiding Stress and Taxes

by Vid Ponnapalli | Oct 30, 2021 | Financial Planning, Tax Planning

Your Holiday Wellness Plan Comes Down to Avoiding Stress and Taxes Depending on who you ask, the holidays are either a season full of celebration and connecting with family and friends, or they’re a seasonal burden that adds to the never-ending stresses of...

Five Must Know Facts About Taxes in Retirement

by Vid Ponnapalli | Oct 25, 2021 | Retirement Planning, Tax Planning

Five Things to Know About Taxes in Retirement When planning for expenses in retirement, it’s easy to begin thinking about travel and vacations while overlooking one significant expense – taxes. In Nationwide’s 2021 Retirement Income Survey, 41% of retirees...

Tax Strategies for the end of the year

by Vid Ponnapalli | Nov 26, 2019 | Tax Planning

Many Tax strategies require you to act before December 31st of the Tax year, not April 15th of next year. So, time is running out if you are thinking about Tax Planning. Today, I will explain the 3 most important factors to consider – in order to implement...

Tax Loss Harvesting to Help Minimize Taxes

Tax Planning for Retirement

Three Dangerous Pitfalls of Mutual Fund Investing

Your Holiday Wellness Plan Comes Down to Avoiding Stress and Taxes

Five Must Know Facts About Taxes in Retirement

Tax Strategies for the end of the year

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