AMJ Financial Blog

Tag Archive: capital gains

Choosing the Right Tax Professional – 5 Easy Steps

Choosing the Right Tax Professional in 5 Easy Steps Managing taxes during retirement might be the single most important factor influencing your retirement lifestyle. As you transition from working for an income to withdrawing income from your savings and investments, you might have questions: How can I maximize my income while minimizing income taxes in… Read More

The Basics of Tax Loss Harvesting – November 7, 2015

You may have heard of tax loss harvesting. Some people harvest losses every year, while others do so only when they have taken significant capital gains or have received more income than expected during a given year (perhaps they sold a business, received an inheritance, or collected a sizeable bonus). Tax loss harvesting occurs when… Read More