What You Need to Know About Capital Gains Tax
What is a capital gains tax? When you sell an asset like a stock or a home, your gain could be taxable. The tax rate
Category: Brokerage Account
What to Do After Maxing Out Your 401(k)
Wondering where to invest after maxing out your 401(k)? If you’re looking for ways to invest after your 401(k) or 403(b) at work, you likely
What is a Brokerage Account? 7 Key Benefits in 2025
What is a brokerage account? Updated in 2025. A brokerage account is a non-retirement investment account. Essentially, a brokerage account is the opposite of a
What To Do With Excess Cash: 7 Ways to Use Extra Savings
Updated for 2025. What should you do with excess cash? If you are holding too much cash, consider how to use the extra money to
Is Tax-Loss Harvesting a Good Idea?
Tax-loss harvesting is the process of selling an investment that has lost value in your portfolio to ‘realize’ the loss for tax purposes. Investors can
Should You Always Max Out Your 401(k)? The Downside of Pre-Tax Retirement Accounts
Is it always a good idea to max out your 401(k)? For wealthier retirees or individuals with a sizeable pension, you might not want to
How Your Brokerage Account is Taxed
How is a brokerage account taxed? Brokerage accounts (also called non-qualified accounts) are taxed differently than qualified retirement plans like a 401(k) or a 403(b).