Trajan's Tactical Tips

A blog for everyday financial tips, Trajan news updates, and more

Tax Planning

Tax Planning 2021 and Beyond

New Administration, New Taxes? With a new president and administration, now is a great time to meet with a Trajan Wealth fiduciary advisor to discuss how our new president, Joe

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Portfolio Cash

Portfolio Cash: Not Just for Investing

Portfolio cash accounts are typically kept for reinvesting opportunities or other events such as Required Minimum Distributions (RMDs). Investors and their advisors often want to move cash to securities for

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