Asset Location Investing: How to Maximize After-Tax Returns
July 11, 2024
This approach focuses on placing investments in different types of accounts to optimize tax efficiency and maximize after-tax returns.
This approach focuses on placing investments in different types of accounts to optimize tax efficiency and maximize after-tax returns.
This guide explains the roles of each key player involved in exit planning to help you be more familiar with the players and their roles.
it’s a great time to review your financial situation and make necessary adjustments to minimize your tax liability
offering a 401(k) plan is not only a valuable benefit to your employees but also a strategic investment in the long-term success and stability of your company
Retiring in a different state can be an exciting and fulfilling decision, but it requires thorough planning
Retiring abroad offers a wealth of opportunities for adventure, lower living costs, and new experiences, but it also comes with challenges such as cultural barriers, distance from loved ones, and legal complexities
We get asked this question about every 4 years, “If [insert candidates name] is elected should we sell our stocks?” And our answer is usually the same, that we believe that the stock market doesn’t usually react to which president is elected to the white house and that the president is just one of many factors that can have an impact on markets. Below we have pasted a great video
Planning for retirement can be difficult, and a common query many face is, “How much do I need to retire?” Addressing this crucial question demands thorough analysis and there’s no universal solution. However, at its core, you need two primary pieces of information to begin. We’ll guide you through each step to enhance your comprehension of what’s necessary for a comfortable retirement. Identifying Retirement Expenses The initial step towards estimating
Question: How does Mills Wealth Investment team think about preferred stock compared to common stock? This is a pretty detailed in-the-weeds question, but I think the answer can help explain a little about how we think about building âefficientâ portfolios that barbell risk assets on one side of the portfolio and high-quality defensive asserts on the other side, typically high-quality bonds that tend to perform well when risk assets sell
DOWNLOAD THE PDF The beautiful spring weather of April is here, and itâs hard to believe that another quarter has come and gone. This quarter marks a significant milestone for Mills Wealth Advisors, as it was 25 years ago that the firm was founded. In that time we have seen the Dot Com Bubble burst in the early 2000s, the Great Recession in the late 2000s, one of the greatest