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5 Tax-Loss Harvesting Tips

Though the markets have risen significantly this year, your investment portfolio may have a few lemons in it. By using the tax strategy of tax-loss harvesting, you may be able to turn those lemons into lemonade.
By Mike Russ, Investment Advisor Representative, World Trend Financial Though the markets have risen significantly this year, your investment portfolio may have a few lemons…… https://www.worldtrendfps.com/news/2017/12/5-tax-loss-harvesting-tips

2017 Year-end Tax Checklist

As the year draws to a close, there are several tax-saving ideas you should consider. Use this checklist to make sure you do not miss an opportunity before the year is out.
As the year draws to a close, there are several tax-saving ideas you should consider. Use this checklist to make sure you do not miss an opportunity before the year is out. Retir…… https://www.worldtrendfps.com/news/2017/12/2017-year-end-tax-checklist

How to Fix Your Overfunded Retirement Account

Is socking away large sums in a tax-deferred retirement account ever a bad idea? It is when you exceed the annual IRS limits. And intentional or not, the penalties can be painful. Here is how overfunding occurs and what steps to take to fix the problem.
Donna Sanders, Vice President, World Trend Financial Is socking away large sums in a tax-deferred retirement account ever a bad idea? It is when you exceed the annual IRS limit…… https://www.worldtrendfps.com/news/2017/12/how-fix-your-overfunded-retirement-account

2018 Social Security Announcements

The Social Security Administration has announced the adjustments being made in 2018.
The maximum amount of wages in 2018 subject to the 6.2% Social Security tax will rise from $127,200 to $128,700. This represents an increase of $93 in the maximum amount of Socia…… https://www.worldtrendfps.com/news/2017/12/2018-social-security-announcements

Happy Holidays!

Happy Holidays to our readers! With sincere appreciation for your friendship and good will, we would like to wish you all the joys of the holiday season!
Happy Holidays to our readers! With sincere appreciation for your friendship and good will, we would like to wish you all the joys of the holiday season! As a reminder, our office…… https://www.worldtrendfps.com/news/2017/12/happy-holidays