Latest articles by Brian Vnak, CFP, CPA
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9 Things Your Tax Preparer May Not Want You To Know
taxes Before you hand your tax documents off to an 'expert' for help, here are some important points to consider.
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3 Retirement Tax Mistakes You Can't Afford to Make
retirement The way you get your income changes once you retire. Make sure your tax strategies change as well, or you could be paying Uncle Sam a lot more than you bargained for.
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Are You Forcing Unintended Consequences on Your Heirs?
retirement Unless you take your heirs' wishes, taxes and interests into consideration in your plans, you could be committing some serious unforced errors with your estate.
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Equal Shares for Heirs? Not Unless You Take Taxes into Account
retirement Unless your estate plan takes your beneficiaries' own finances into account, you could be shortchanging some thousands of dollars ... and throwing money away unnecessarily on taxes.
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Is the $1.5 Billion Lottery Winner Better Off Under New Tax Law?
Tax Breaks Comparing the payouts under old tax laws and the Tax Cut and Jobs Act could be an eye-opening exercise for the rest of us.
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Rest In Pieces, AMT
taxes Taxpayers are getting an eight-year break for the dreaded Alternative Minimum Tax. Here's how to make the most of that time.
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Be Roth Smart: An Investment Guide to Roth IRAs
retirement Roth IRAs are the closest thing we have to tax-free retirement savings out there, so make sure you take full advantage. Here is how Roths work and three ways to get money into them.
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All Aboard the Tax Volatility Train
taxes The passage of the 2017 Tax Cuts and Jobs Act was the beginning of tax change, not the end. It's likely to touch off plenty more changes ahead ... so be prepared to take advantage of them if you can.
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How to Take Advantage of the New Tax Bracket Sweet Spots
tax brackets While most everyone is getting a tax break starting in 2018, some taxpayers have bigger opportunities than others to make the most of it. Particularly those in the 25% tax bracket. How? Roth IRA conversions.
