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Strategic Selling of Equities (Pre-IPO): Navigating Real-Life Scenarios

This guide provides a straightforward approach to determining the most tax-efficient order for selling various types of equities, from stock options to long-term investments, if the company is not public yet.

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How are Investment Earnings Taxed?

Something everyone should know: how investment earnings are taxed. Stay informed via our blog post!

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Backdoor Roth IRA 101

You probably have heard of a Roth IRA account, but do you know what a Backdoor Roth IRA is? Let’s get you caught up!

DiversiFi Capital 9/4/23 DiversiFi Capital 9/4/23

8 Investing Terms Everyone Should Know

To help shed some light on the often confusing world of investing, we put together a quick guide to common phrases you may hear when discussing investing.