Latest
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Want to Hire a Financial Planning Firm? Five Questions to Ask
The key to finding a financial planner who will do great work for you and your family is knowing what to look for during your search.
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8 Things No One Tells You About Retirement
Making Your Money Last As you advance toward retirement, it's a good idea to start sharpening the focus of your retirement vision.
Making Your Money Last -
A Little-Known Tax Buster for Rich Retirees: Zero-Coupon DST
Maybe you've heard of using Delaware statutory trusts to defer taxes on real estate investments, but zero-coupon DSTs take those benefits a step further.
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Want to Create a Lasting Legacy? Four Issues to Address
To ensure a lasting legacy, you must have a clear plan for how your wealth will transfer, including mitigating taxes and avoiding pitfalls for your heirs.
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6 Smart Ways to Save Money on Your Utility Bills
Tax Breaks Tax breaks make these green projects worth a look, as they help you save on your utility bills.
Tax Breaks -
A Tax Strategy Now Helps Make Retirement Less Expensive Later
Knowing what your three tax buckets are and how to move savings from the tax-deferred bucket to the tax-free bucket can make a big difference in retirement.
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Five Retirement Myths vs the Reality
Believing these myths about retirement could set you down the wrong path. Separating fact from fiction can help you approach your retirement with confidence.
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How to Avoid These Five Costly Tax Mistakes That Many Retirees Make
Making incorrect assumptions about tax brackets, tax-loss harvesting, charitable giving, estate taxes and more can cost you big-time in retirement.
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IRC Section 1202: A Strategic Tax Advantage for Investors and Entrepreneurs
IRC Section 1202 allows individuals to exclude up to 100% of the capital gains realized from the sale of qualified small business stock.
