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Buffett thinks taxes are on the way up What it could mean for your portfolio

Buffett thinks taxes are on the way up What it could mean for your portfolio
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These surprise sources of income could cost you during tax season

Your income windfall of 2023 is turning into the tax bite of April 2024.

United statesOverland parkOak brookBrian kearnsAdam markowitzJerrod pearceElizabeth buffardiTax manFederal reserveCrescendo financial plannersCreative planningLuminary tax advisorsHaddam road advisors

Yields will cool in 2024 Here s how much you should stash in cash

Investors should start locking in longer-dated yields, but what's the base amount you should keep in liquid cash?

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Why investors shouldn t lean too heavily on safe assets paying 5% plus

Safety pays in today's high-rate environment, but the yield bonanza won't last forever.

Jerrod pearceWealthspire coxCrystal coxMatthew mckayFederal reserveCrane dataWatch toolBriaud financialInterest ratesInvestment strategyBreaking news investingPersonal financeBusiness news

This year s hot yields could be 2024 s tax hit Here s how to prepare

CDs, money market funds and a host of fixed income assets are touting higher yields, and the Tax Man will want a slice.

Tim steffenJerrod pearceFederal reserveMoney fund indexVanguard california municipal money market fundFidelity new york municipal money market fundRevenue serviceFund indexTreasurys higherInternal revenue serviceInterest ratesBusiness news

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