#tax-optimization

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#retirement-planning #ai-wealth-management #fintech-startup #venture-funding #portfolio-allocation
Startup companies
fromBusiness Insider
2 days ago

Y Combinator veterans share how they raised $15 million to build an AI money manager

ATG raised $15 million to build Autonomous, an AI wealth strategist automating ultrawealthy investment strategies, tax optimization, and risk-adjusted portfolio management.
Business
from24/7 Wall St.
3 weeks ago

New Year's Checklist: 10 Things to Do to Prepare Your Portfolio for Its Best Year Yet

Review and rebalance portfolios, optimize taxes, and diversify holdings to manage risk and improve 2026 returns.
Retirement
fromAbove the Law
1 month ago

5 Year-End Tax Moves That Could Save Lawyers Thousands In Retirement - Above the Law

Use year-end tax moves—estimate taxable income, harvest losses, optimize retirement accounts, gift strategically, and coordinate tax and investment planning to reduce 2025 taxes.
Retirement
from24/7 Wall St.
7 months ago

I don't need my RMDs yet. What are smart ways to use the money?

RMDs for those born in 1960 or later start at age 75, with strategies to optimize withdrawals available.
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