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  • Writer's pictureStephen H Akin

Savvy Year End Moves

As we approach year end here are some financial strategies to consider.

Here’s How To Gift Stock Shares to Your Loved Ones This Holiday Season.

Can You Give Stocks as a Gift?

Yes, you can absolutely gift stocks. There are a few ways to do it.


Tax Loss Harvesting Works

Tax-loss harvesting is an optimization method that allows you to offset taxes on capital gains.


A Rollover for Business Startups

A rollover for business startups (ROBS) allows you to invest funds from an existing 401(k) or individual retirement account (IRA) into your business without paying early withdrawal penalties or taxes.


Expanding Coverage and Increasing Retirement Savings

One of the main reasons many Americans reach retirement age with little or no savings is that too few workers are offered an opportunity to save for retirement through their employers.


Death and Taxes

"Our new Constitution is now established, everything seems to promise it will be durable; but, in this world, nothing is certain except death and taxes."


As a Registered Investment Advisor we can help design a strategy to help you reach your goals smarter and faster. We'll help you establish a strategy that allows you to combine a variety of retirement plans into one.

Take the next step, schedule a free consultation and learn how we can help you. Asset and Cash Management Solutions

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