Taxes
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It’s Giving Season – The Advantages of a Qualified Charitable Distribution
Investors older than age 70 1/2 who are taking required minimum distributions from their traditional IRAs…
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2020 Retirement Plan Contribution Limits
The Internal Revenue Service (IRS) announced 2020 contribution limits for retirement plans and other related items.…
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What's In a Comprehensive Financial Plan
Are you on the right financial path? When will you be able to retire and what…
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Tax Reform Brought Significant Changes to Claiming Dependents
Things taxpayers should know about claiming dependents While preparing their 2018 tax returns, taxpayers should remember…
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Tax Reform Brought Significant Changes to Itemized Deductions
There’s less than a month to the April 15th tax deadline and the changes in the…
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Naming a Beneficiary on Your Retirement Accounts Can Help Defer Taxes Over Your Heir’s Lifetime.
Using Retirement Assets for Estate Planning – Naming a beneficiary on your retirement accounts can help…
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How to Make Smarter Decisions About Money 01.25.19
Stocks recouped their earlier week losses to end flat despite weak economic numbers from China and…
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How to Make Smarter Decisions About Money 11.30.18
The child tax credit after tax reform Many people claim the child tax credit to help…
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How to Make Smarter Decisions About Money 11.16.18
Tax reform affects if and how taxpayers itemize their deductions Tax reform that affects both individuals…
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Damage Control for a Missed RMD
How to mitigate penalties from a missed Required Minimum Distribution (RMD)