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Secure Retirement Tag
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Take the First Step
👶 A new way to invest for a child`s future is officially here.
Trump Accounts are now live—but that doesn`t necessarily mean families should abandon the accounts they`re already using.
Before contributing, understand:
💵 The $1,000 pilot contribution
👨👩👧 Who can contribute
📈 How the money is invested
🔒 Withdrawal restrictions
🎓 Trump Accounts vs. 529 plans
👧 Trump Accounts vs. UGMA/UTMA accounts
The biggest question may not be “Which account is best?”
It may be:
👉 What do you want this money to accomplish for the child?
We`ve put together a new guide for parents and grandparents.
📖 Read it through the link in our bio.
#TrumpAccounts #529Plan #InvestingForKids #CollegeSavings #FinancialPlanning #Grandparents #FamilyFinances
Aug 13
📍 **Would lower taxes convince you to move?**
Billions of dollars in income are moving across state lines, according to IRS migration data.
Florida recorded a net AGI inflow of **$20.6 billion**, while Texas recorded **$5.5 billion**.
But before packing the moving truck, there`s a bigger financial picture to consider. 🏡
💰 State taxes
🏠 Housing costs
🛡️ Insurance
🏥 Health care
📊 Retirement income
👨👩👧👦 Family & lifestyle
A lower-tax state isn`t automatically a lower-cost state.
Our newest article looks at what to consider before making a major relocation decision.
📖 Read more through the link in our bio.
#RetirementPlanning #TaxPlanning #FinancialPlanning #FloridaLiving #TexasLiving #Retirement
Aug 12
📈 Have an investment that has grown significantly over the years?
That’s a good problem to have—but eventually, you may face an important question:
What happens when you want to sell it?
Selling a highly appreciated investment can create significant tax considerations, but the decision involves more than capital gains alone.
In our newest article, we discuss:
✔️ Timing the sale of appreciated investments
✔️ Using capital losses to offset gains
✔️ Managing concentrated positions
✔️ Gifting investments to family
✔️ Donating appreciated assets to charity
✔️ Estate planning considerations
The goal isn’t simply to avoid taxes. It’s to understand your options and make decisions that fit your overall financial plan.
📖 Read the full article:
https://novawealthmanagement.com/reduce-taxes-highly-appreciated-investments/
#TaxPlanning #InvestmentPlanning #CapitalGains #FinancialPlanning #WealthManagement
Aug 11
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