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10 Smart Financial Year-End Moves

By Vitaly on December 18, 2017 Leave a Comment

10 Smart Financial Year-End Moves

With just under two weeks left in 2017, there is still enough time to reflect on the year, evaluate your financial situation, and be sure that you are off to a good start in 2018. Let’s take a look at 10 smart financial moves you can still do in 2017 that will reduce your tax liability and save you money. … [Read more...]

Filed Under: Taxes Tagged With: taxes

IRS 2016 Retirement Plans and HSA Limits

By Vitaly on October 29, 2015 Leave a Comment

IRS 2016 Retirement Plans and HSA Limits

The IRS has announced the 2016 contribution limits for retirement and health savings accounts. Due to no inflation, and for the third time since 1975, the IRS left cost-of-living adjustment (COLA) unchanged, meaning that key contribution limits for retirement plans will remain unchanged. … [Read more...]

Filed Under: Investing, Retirement, Small Business, Taxes Tagged With: retirement, roth, taxes

Why ETFs Are Better Than Mutual Funds

By Vitaly on June 24, 2015 1 Comment

Why ETFs Are Better Than Mutual Funds

A term "mutual fund" has become so familiar that it is hard to imagine one's investment portfolio without at least a single mutual fund in it. In short, a mutual fund is a form of collective investing where investors pool money into an investment fund managed by a fund manager. The fund manager then purchases securities in accordance with investment mandate and sells the fund shares to the general public. … [Read more...]

Filed Under: Investing, Investments, Taxes Tagged With: asset allocation, investing, taxes

5 Legal Ways Investors Dodge Taxes

By Vitaly on May 13, 2015 Leave a Comment

5 Legal Ways Investors Dodge Taxes

While federal debt and budget deficit still remain within reasonable boundaries when compared to GDP, the tendency of these two fiscal metrics in absolute values continue to be worrisome. Some economists predict negative consequences if the trend continues unless the Government takes appropriate measures. One of such measures is to limit spending and optimize the budget. But it is easy said than done and seems unrealistic in the short and even middle-term. The other measure that the Government … [Read more...]

Filed Under: Economics, Taxes Tagged With: taxes

About Vitaly

I am a retirement plan adviser at Lestna Capital Group. I help plan sponsors and small business owners to lessen fiduciary and administrative responsibilities, align retirement plan offerings with their goals, and customize it to the benefits of all employees Learn More…

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