Topic
tax-strategy
2 stories related to this topic, newest first.
Substrate placeholder — needs reviewfinance52 days ago
Retirement Account Holders Seek Tax Strategies for $2 Million Savings
A 62-year-old planning to retire at 65 with $2 million in retirement accounts asked how to reduce taxes on withdrawals. The inquiry focused on account types, conversion timing, and Social Security claiming decisions.
CoinDeskfinance64 days ago
MicroStrategy to Realize Q1 Bitcoin Loss for Tax Benefits, Consistent With 2022 Strategy
Executive Chairman Michael Saylor confirmed on the company's May 6 earnings call that Strategy is prepared to sell bitcoin, echoing a 2022 tax-loss harvesting move. Bitcoin fell 23 percent in the quarter to $67,700, prompting a $2.2 billion deferred tax asset. Shares of MSTR rose…