Expert Commentary (Print/Online)

CBS MoneyWatch: How is Gold Taxed?

However, timing matters. Rob Burnette, investment advisor representative at Outlook Financial Center, points out that selling gold stocks within a year means your profits get taxed as ordinary income instead of at the lower long-term capita

Investor’s Business Daily: Why Planning Now for 2025 Taxes Can Save You Money

"Those are the big items that factor into your itemized deductions, and if you've got enough to benefit, then by all means take it," said Rob Burnette, investment advisor and professional tax preparer at Outlook Financial Center.

MarketWatch: Private Equity in 401(k) Plans? ‘Highly Risky’ for the Average Investor.

Having private investments in 401(k)s and other defined-contribution plans would require greater education for plan participants and put a greater burden on plan sponsors to provide such training, said Rob Burnette, financial adviser and CE

Buy Side from WSJ: Do I Get Taxed on a High-Yield Savings Account?

For many taxpayers, though, "the amount of taxable interest on savings accounts is small," says Rob Burnette, a tax preparer at Outlook Financial Center in Troy, Ohio.

GoBankingRates.com: 3 Ways Retirees on a Budget Can Get Help Filing Their Taxes

“If you are not comfortable with technology or have a more complex return, free file is probably not for you,” said Rob Burnette, investment advisor representative at Outlook Financial Center. “Engaging a professional tax preparer would pro

MONEY: Here’s When You Should Use a HELOC to Consolidate Your Debt

“It is a good way to consolidate high-interest debt into a normally much lower interest rate,” says Rob Burnette, an investment advisor representative at Outlook Financial Center in Troy, Ohio.

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