Blog - The Savvy Investor's Guide

IRAs & Tax-Advantaged Accounts, Retirement Planning, Tax Strategy
529 to Roth IRA Rollover: Complete SECURE 2.0 Guide for 2025
26 November 2025
Master the 529 to Roth IRA rollover strategy under SECURE 2.0. Covers the 15-year rule, $35,000 limit, state tax implications, and step-by-step execution.
Read more: 529 to Roth IRA Rollover: Complete SECURE 2.0 Guide for 2025
Investment Strategies, IRAs & Tax-Advantaged Accounts, Retirement Planning, Tax-Efficient Investing
FIRE Movement: The Complete 2025 Guide to Financial Independence and Early Retirement
26 November 2025
Master the FIRE movement in 2025. Calculate your FI number, compare FIRE variants, plan healthcare coverage, and build your path to financial independence.
Read more: FIRE Movement: The Complete 2025 Guide to Financial Independence and Early Retirement
Investment Strategies, Tax Strategy, Tax-Efficient Investing, UK Investing
Tax-Loss Harvesting Strategy Guide (2025): Complete US & UK Implementation for DIY Investors
19 November 2025
Master tax-loss harvesting strategies for both US and UK markets. Complete guide to wash-sale rules, ETF pairs, and automated vs manual approaches.
Read more: Tax-Loss Harvesting Strategy Guide (2025): Complete US & UK Implementation for DIY Investors

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