Tax-Efficient Retirement Planning for Freelancers and Self-Employed Professionals

Let’s be honest—retirement planning when you’re self-employed feels like building a house without a blueprint. No employer-sponsored 401(k), no matching contributions, just you and a spreadsheet (or, let’s face it, a napkin sketch). But here’s the deal: freelancers and solo entrepreneurs actually have more tax-advantaged options than traditional employees—if you know where to look. Why […]

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Tax-Efficient Investing Strategies For High-Net-Worth Individuals

Maximizing after-tax returns requires investing in appropriate investments and using appropriate accounts. To learn more, order your free copy of Bankrate’s Tax Savings Guide today! Investment selection and asset allocation are critical components of investment success; however, tax efficiency should also be prioritized when investing. Here are seven tax-efficient strategies for high net-worth individuals. 1. […]

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