Planning for retirement is a multi-step process that evolves. To have a secure, comfortable, and enjoyable retirement, you must create the financial cushion to fund it. Please pay...
Posted by CORE PERFORMANCE on 07/31/2022
Creating a good investment portfolio requires timely and accurate decisions on the right mix of assets that can help you achieve your desired short or long-term goal. One of the most...
Posted by CORE PERFORMANCE on 03/23/2022
Are you selling an asset? Avoiding Real Estate Capital Gains Tax in 2022It's great to get a good price for your home, but in some cases, the IRS may want some of the action. Indeed,...
Posted by CORE PERFORMANCE on 02/08/2022
After the death of any property owner, their property must be accounted for and distributed based on their wish. As a result, there should be a will, which should name parties executors...
Posted by CORE PERFORMANCE on 12/18/2021
To avoid paying taxes on their earnings, some individuals allocate some of it to their children by listing it in their names.However, the IRS caught wind of this and created a law...
Posted by CORE PERFORMANCE on 10/30/2021
As an investor concerned with the impact of every dollar invested, it is essential to know your options and make sure that your investments match the issues that matter to you. It...
Posted by CORE PERFORMANCE on 09/19/2021
Poor and unplanned withdrawal from your retirement account could translate to huge fees that cost you dearly in retirement income. It is normal to consider how to withdraw from...
Posted by CORE PERFORMANCE on 06/24/2021
The tax basis for your estate is what you paid for the property and all of its improvements and is generally different from the estate's purchase price. Often, the tax basis of...
Posted by Carmen Garcia on 06/18/2021
Exchange-traded funds are investment types that combine the best advantage of two assets. As a result, users enjoy the benefit of diversification of mutual funds alongside the ease...
Posted by Karen Munoz, EA on 06/18/2021
