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Give the Kids Their Inheritance Now or Make Them Wait? 3 Things to Keep in Mind

Parents and grandparents will pass $73 trillion through 2045 to the next generation, according to Cerulli Associates.

Colleen carconeChris kampitsisDerek pszennyCerulli associatesBarnum financial groupDos santosCarolina wealth managementArticle normalPolitical general newsPersonal financeEstate planningFinancial planningGeneral news

What Is the Wash-Sale Rule?

Harvesting market losses is a great way to lower your tax bill. But don’t violate this key rule.

Derek pszennyUncle samJonathan leeRevenue serviceUs bankInternal revenue serviceSander readLyons wealth managementWinter parkCarolina wealth managementEric bondBond wealth managementLong beachLet buy side

How Much Should I Contribute to My 401(k)?

401k contribution guide, including 401k contribution limits 2023 and what percent you should contribute at different ages.

United statesMarcy kecklerDerek pszennyUncle samCarolina wealth managementLet buy side

Capital Gains Tax: Rates for 2023, How to Calculate and More

Here are the long-term and short-term capital gains rates for 2023. Plus what you owe on stocks, real estate and more.

United statesBoca ratonNew yorkRob williamsDerek pszennyCharles schwabLerner groupCarolina wealth managementLet buy side

Gray divorce is most often initiated by women — even though it can crush their finances

Women initiate divorce at age 50 and older also known as gray divorce in 66% of cases, according to research by AARP.

United statesBowling green state universityDerek pszennyRenee hansonSusan hirshmanSchwab centerFinancial researchDemographic research at bowling green state universitySchwab wealth advisoryDemographic researchCarolina wealth managementArticle normalFinancial servicesInvesting securitiesPolitical general newsSociety community

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