How to avoid tax creep in retirement

The state pension went up 8.5% in April, but frozen thresholds mean pensioners will be paying more tax

EverQuote, Inc. (EVER)

NasdaqGM - NasdaqGM Real-time price. Currency in USD

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19.18

-0.79

(-3.96%)

At close: 04:00PM EDT

19.10

-0.08

(-0.42%)

After hours:

07:21PM EDT

Major holders

Currency in USD

17.88%	% of shares held by all insiders
74.10%	% of shares held by institutions
90.23%	% of float held by institutions
150	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Blackrock Inc.	1,722,524	30 Dec 2023	6.02%	33,038,010
Bank of America Corporation	1,704,812	30 Dec 2023	5.96%	32,698,294
Granahan Investment Management LLC	1,491,009	30 Dec 2023	5.21%	28,597,553
Millennium Management Llc	1,265,480	30 Dec 2023	4.42%	24,271,906
Vanguard Group Inc	1,127,137	30 Dec 2023	3.94%	21,618,488
Driehaus Capital Management, LLC	1,119,963	30 Dec 2023	3.91%	21,480,890
Royce & Associates LP	941,356	30 Dec 2023	3.29%	18,055,208
Earnest Partners LLC	918,028	30 Dec 2023	3.21%	17,607,777
Baillie Gifford and Company	897,234	30 Dec 2023	3.13%	17,208,948
Toronado Partners, Llc	677,673	30 Dec 2023	2.37%	12,997,768

Holder	Shares	Date reported	% out	Value
Vanguard Total Stock Market Index Fund	645,954	30 Dec 2023	2.26%	12,389,397
Royce Opportunity Fund	593,410	30 Dec 2023	2.07%	11,381,603
First Eagle Small Opportunity Fund	541,989	30 Jan 2024	1.89%	10,395,349
iShares Russell 2000 ETF	526,057	28 Feb 2024	1.84%	10,089,773
Fidelity Strategic Advisors Small-Mid Cap Fund	388,304	30 Jan 2024	1.36%	7,447,670
Vanguard Extended Market Index Fund	304,276	30 Dec 2023	1.06%	5,836,013
Fidelity Small Cap Index Fund	217,513	30 Jan 2024	0.76%	4,171,899
iShares Russell 2000 Growth ETF	175,441	28 Feb 2024	0.61%	3,364,958
FundVantage Tr-Private Capital Management Value Fund	156,967	30 Jan 2024	0.55%	3,010,627
Driehaus Micro Cap Growth Fund	135,368	30 Dec 2023	0.47%	2,596,358