Income shifting lowers taxes by moving income from high to low tax brackets. Explore methods for effective tax planning.

Alex Shahidi, JD, CFA®, CFP®, ChFC®, CIMA®, is a Managing Partner and Co-CIO at Evoke Advisors, and Host of The Insightful Investor Podcast. Many investors design their portfolios to generate a steady ...

PIMCO Dynamic Income Opportunities Fund (PDO) offers a high 11% yield, with stable share price and 12.52% total return over the past year. PDO's strategy focuses on diverse income-producing assets, ...

Many retirees are looking for more sources of passive income, particularly when interest rates are low. ETFs can be a great way to receive regular dividends, along with low management costs and tax ...

They favor cash value life insurance, securities-backed lines of credit, and real estate. These methods can offer flexibility, tax advantages, and earlier access to investment funds. When Austin Dean ...