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Elite Financial Group

How Roth conversions could slash Trump’s $40,000 ‘SALT’ deduction for high earners

by Elite Financial Group | Aug 27, 2025 | Personal Finance

Trump’s “big beautiful bill” increased the SALT deduction cap to $40,000. But Roth conversions could threaten the tax break for higher earners.Read More…

S&P 500 index investors have been rewarded so far in 2025. Why experts say it may be time to diversify

by Elite Financial Group | Aug 26, 2025 | Personal Finance

A “set-it-and-forget-it” strategy focused on the S&P 500 may no longer work in today’s market, depending on your time horizon, according to Morgan Stanley.Read More…

Who benefits from 0% capital gains for 2025 under Trump’s ‘big beautiful bill’

by Elite Financial Group | Aug 26, 2025 | Personal Finance

More investors could pay 0% capital gains taxes for 2025 under Trump’s ‘big beautiful bill.’ Here’s who qualifies.Read More…

Roth IRA vs. Roth 401(k) contributions: ‘It’s power versus freedom,’ advisor says

by Elite Financial Group | Aug 25, 2025 | Personal Finance

Roth 401(k) and Roth IRA contributions can provide future tax-free growth. Here’s how to decide the best option for your retirement savings.Read More…

‘Quiet cracking’ at work is less visible than ‘quiet quitting,’ but it’s ‘just as dangerous,’ report finds

by Elite Financial Group | Aug 25, 2025 | Personal Finance

Some workers are experiencing a trend called “quiet cracking,” which refers to a sense of disengagement and poor satisfaction in the job. Here’s what to know.Read More…

Student loan forgiveness delays and backlogs could lead to ‘massive’ tax bills for borrowers, advocate says

by Elite Financial Group | Aug 25, 2025 | Personal Finance

Delays in student loan forgiveness could leave borrowers with an unexpected bill to the IRS.Read More…
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