Across America|Sponsored|
Capital Gains Tax Strategies for Seniors
From a brand partner: Minimizing capital gains tax can be an important part of managing your retirement income.
SmartAsset, Brand Partner
- Across America
- Website
SmartAsset empowers people to make smart financial decisions with free, automated and personalized tools. We help you get smart with your assets.
Posting Activity
Across America|Sponsored|
5 Money Moves to Consider After Your First $1 Million
From a brand partner: How complexities can emerge once your portfolio hits seven figures, and what decisions to consider.
Across America|Sponsored|
7 Mistakes High-Earning Couples Make Before Retirement
From a brand partner: High-earning couples may save well but miss planning gaps when accounts, taxes and deadlines aren’t coordinated.
Across America|Sponsored|
What Is a Roth Conversion, and How Does It Work?
From a brand partner: See how a Roth conversion may affect taxes, liquidity and your broader retirement plan.
Across America|Sponsored|
You Just Came Into Serious Money. Here’s What to Consider Next
From a brand partner: A sudden financial windfall may create time-sensitive questions.
Across America|Sponsored|
7 Ways to Help Plan for More Tax-Aware Income From a $2M+ Portfolio
From a brand partner: A tax-aware withdrawal plan may help some pre-retirees evaluate how taxes could affect retirement income.
Across America|Sponsored|
How to Evaluate a 1% Financial Advisor Fee for $1M+ Investors
From a brand partner: As wealth increases, the real question may be whether the potential value of professional guidance justifies the cost.
Across America|Sponsored|
7 Questions to Ask a Financial Advisor at $1M+
From a brand partner: You’ve built significant wealth. Evaluate advisors accordingly.
Across America|Sponsored|
The Cost of a Financial Advisor for $1M+ Portfolios
From a brand partner: At higher net worth, the value financial advisors may provide could potentially outweigh the costs.
Across America|Sponsored|
3 Mistakes People Make When Hiring Financial Advisors
From a brand partner: Hiring the wrong financial advisor can potentially have impacts on long-term financial outcomes.
Across America|Sponsored|
"Should I Convert an IRA to a Roth After Age 60?"
Here’s a primer on the potential benefits and drawbacks.
Across America|Sponsored|
7 Questions to Ask Financial Advisors Before Hiring One
Consider asking these questions when interviewing a financial advisor.
Across America|Sponsored|
3 Signs Investors With $1M+ May Want to Switch Financial Advisors
Is your financial advisor working in your best interest?
Across America|Sponsored|
3 Deductions That May Help Minimize Capital Gains Tax This Year
Are you overlooking deductible expenses that could potentially help minimize capital gains tax?
Across America|Sponsored|
How Long Does $2.5 Million Last in Retirement?
It may sound like a lot of money, but there are many variables to consider.
Across America|Sponsored|
Is A Roth IRA Conversion Worth Considering In 2026?
The recent tax law change may have created a unique opportunity for investors.
Across America|Sponsored|
Turning 65? Here's How To Start Planning For RMD Taxes
Proactive planning may help minimize future RMD taxes.
Across America|Sponsored|
Holding $2 Million In Real Estate? What To Know About Family Trusts
Moving real estate into a family trust may require careful planning.
Across America|Sponsored|
"I'm Retiring with $1.2 Million. Should I Adjust My Stock-to-Bond Ratio?"
Why $1M+ investors may want to revisit their asset allocation ratio.
Across America|Sponsored|
How Long Does $1.5 Million Last in Retirement?
It may sound like a lot of money, but there are many variables to consider.
