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5 Unexpected Insights from Your Tax Return
tax planning Before you box up your tax return for your files, give it one last look for these five missed opportunities. It could save you money next year.
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3 Tax-Efficient Strategies to Help Maximize Your Retirement Income
tax planning Sometimes less income is a good thing! Here are three ways to help control your income in retirement and get a grip on the taxes you’ll pay.
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Do You Have a Retirement Plan, or Just a Bunch of Uncoordinated Accounts?
retirement planning There’s a difference between having a portfolio of investments, savings and other assets and understanding why you have them and what purpose they are serving in your overall retirement plan.
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Everyone Is Talking about Roth IRA Conversions – Here’s Why
Roth IRA Conversions Two reasons to consider a Roth conversion now, plus some traps to avoid.
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The Clock Is Ticking: Take Advantage of Low Tax Rates Now
tax planning Three strategies to consider that might help limit your taxes now and throughout retirement.
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What Women Should Know about Post-Divorce Tax Planning
Divorce Divorce brings many changes, especially when it comes to finances. Here’s a roundup of some critical tax issues to consider.
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How to Cut Your 2021 Tax Bill
Tax Breaks Our guidance could help you claim a higher refund or reduce the amount you owe.
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Is This the Year to Lower Your Taxes While Helping the Environment?
real estate investing Going solar, whether for your home or for a commercial project, can bring along with it powerful tax credits for the next several years.
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How the Latest Biden/House Tax Proposal Affects Millionaire Retirees
tax planning The current version of the Build Back Better plan shouldn’t be that scary for retirees with a net worth of $1 million to $5 million. In fact, there could be a pleasant surprise or two for them.
tax planning
