Jan 24, 2017 | Firm Updates, Retirement Planning, Tax Tips
Investment interest—interest on debt used to buy assets held for investment, such as margin debt used to buy securities—generally is deductible for both regular tax and alternative minimum tax purposes. But special rules apply that can make this itemized deduction...
Jul 6, 2016 | Uncategorized
Investing in mutual funds is an easy way to diversify a portfolio, which is one reason why they are commonly found in retirement plans such as IRAs and 401(k)s. But if you hold such funds in taxable accounts, or are considering such investments, beware of these three...
