Tax tips for employees: find your hidden savings potential
When discussing tax-saving strategies, business owners appear to have the upper hand. W-2 employees gaze with envy upon the vast menu of deductions and credits available to the self-employed.
But envy not! Employees with W-2 wage statements can harness powerful techniques to reduce their taxable income and keep more of their hard-earned money.
An Introduction to Fortuna Investors’ Asset Management Framework
This article will address a key question that we get regularly from prospective clients:
What makes Fortuna’s asset management framework different from most money managers?
New rule lets you roll 529 education savings plans into Roth IRAs
A 2023 rule change to 529 education savings plans allows up to $35k of unused funds to be rolled over into a Roth IRA.
Health Savings Accounts offer huge tax advantages
Every eligible family should open and HSA and start writing off doctor visits, but these accounts are even more powerful than most realize.
Practical considerations for DIY tactical investing
Yes, you can be a DIY tactical investor, but is it worth it?
The best time ever to be an individual investor
The explosion of low-cost index ETFs has made this the best time ever to be an individual investor.
Book recommendation: The Man Who Solved the Market
A new book on sheds light on what it’s like inside the world’s top performing investment firm.