Tax Optimization

The most effective tax optimization strategies for investments—such as those recommended by Akin Investments—combine tax-loss harvesting, maximizing retirement contributions, and managing your income timing to reduce your annual tax liability. Below are the most widely practiced methods.

Retirement Account Contributions

Maximizing contributions to tax-advantaged accounts like 401(k)s and IRAs helps lower taxable income and allows investments to grow with deferred or even tax-free gains.

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Stock market today: Dow jumps 650 points to post record, S&P 500 climbs above 6,900 for first time

Stock market today: Dow jumps 650 points to post record, S&P 500 climbs above 6,900 for first time The Dow and S&P 500 notched new records on Thursday as US stocks mostly rose

Expert Investment, financial plan,

Stephen H Akin

Dec 11, 20252 min read

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Clever Year-End Financial Moves

Before 2025 ends, taking proactive tax and financial steps can significantly reduce your tax burden and strengthen your long-term financial health. The most effective year-end strategies focus on retirement contributions, charitable giving, investment management, and optimizing income and deductions.

Stock Market

Stephen H Akin

Oct 18, 20254 min read