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The Sapient Investor

Time for Tax-Loss Harvesting? Thumbnail

Time for Tax-Loss Harvesting?

Make some lemonade from the lemons that the market has given to your portfolio by “harvesting” some losses. This will reduce your tax bill next year.

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6 Steps to Determine Your Target Retirement Date Thumbnail

6 Steps to Determine Your Target Retirement Date

As you turn over your calendar to 2021, you are probably thinking about your future, perhaps including retirement. If you are wondering how to go about setting a target retirement date, here are six steps to consider.

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Beware of Mutual Fund Distributions Thumbnail

Beware of Mutual Fund Distributions

Russell Investments predicts that “2020 could be a record year for taxable distributions tied to capital gains.” Here’s how you can prepare for the tax hit this year, and make plans to reduce or eliminate it in the future.

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