Insights
Tax and financial planning
Investment decisions sit inside a wider financial plan. These articles cover the planning topics that come up alongside a private markets allocation, from taxes to giving to retirement accounts. Read about tax planning for high-income investors, tax-loss harvesting, estate planning and generational wealth, donor-advised funds and charitable giving, health savings accounts, Roth and traditional 401(k)s, and the behavioral side of investing.
Posts
12 posts
Wealth Architecture Strategies: How the Ultra-Wealthy Build Tax-Efficient Generational Wealth
Learn how sophisticated investors use LLC structures, asset-backed lending, and tax strategies to build and transfer generational wealth efficiently.
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Tax Planning for High Income Investors: Practical Steps to Strengthen After-Tax Wealth
Explore tax-efficient strategies including depreciation, opportunity zones, and private market investments to reduce your tax burden and strengthen after-tax wealth.
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Case Study: Utilizing DAF’s To Amplify Impact
See how one investor used a donor-advised fund to amplify their impact through private market investments on the Citizen Mint platform.
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What is estate planning & why is it important
Learn about estate planning and why it is a thoughtful way to express your love for those who matter most.
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The Importance of Behavioral Finance in Investing
Behavioral decision making can be the difference between poor returns and great ones. This is why it is key to have a thoughtful long-term financial plan.
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6 Steps to Jump Start Your Finances in 2023
Make 2023 a productive year for your finances by reviewing your financial goals. Here are a few steps to get you started.
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The Magic of Compounding Returns
Discover why Albert Einstein once referred to compound interest as the “eighth wonder of the world" and how it allows you to hit your financial goals.
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Guide to Financial Topics
A comprehensive guide to numerous financial topics including investing basics, budgeting, HSA Plan investing, behavioral finance and many more.
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Benefits of Tax Loss Harvesting
Discover how to decrease taxes and increase long-term returns through active tax loss harvesting in your portfolio.
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Charitable & Family Giving
Discover alternative investment opportunities that both provide diversification to traditional stock & bond portfolios.
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HSA Plan Investing: A Hidden Retirement Planning Gem
Discover how a health savings account (HSA) is one of the best and least known places to stash away capital for retirement.
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401k Investing Roth or Traditional
401k's are great savings vehicles for employees and have additional tax advantages if properly utilized. Learn more about different options for 410k Investments.
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Walk through the platform in 15 minutes
A short walk-through of how Citizen Mint helps build differentiated portfolios, for accredited investors and their advisors.