Acacia Wealth Management
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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Financial News & Updates
Acacia Wealth Management
Acacia Wealth Management
- Mar 3
The Pros and Cons of a NUA Strategy
Learn the advantages of a Net Unrealized Appreciation (NUA) strategy with this helpful article.
Acacia Wealth Management
- Feb 9
SECURE Act 2.0: An Overview
In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans.
Acacia Wealth Management
- Jan 16
New Retirement Contribution Limits for 2023
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year.
Acacia Wealth Management
- Nov 23, 2022
A Brief History of Estate Taxes
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded.
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