Category: Taxes
2025 IRS Annual Limit Changes
Proactive tax planning throughout the year is the key to reducing taxes and maximizing your after-tax dollars for wealth accumulation. This is accomplished by applying ...
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Year-End Tax Planning: Maximize Savings and Stay Ahead for 2024
As the year draws to a close, it’s the perfect time to review your financial picture and implement strategies to minimize your tax burden. Proactive ...
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The interesting history and meaning of the U.S. Dollar Bill
Below is an article inspired by a famous, but retired, Financial Planner, Ric Edelman. It was interesting enough that I wanted to make it available ...
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Reporting Your Backdoor Roth IRA Contribution
If you are like the many Americans who are looking for more opportunities for retirement savings, you may have come across the term “Backdoor Roth ...
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SECURE Act – the Sequel
Secure Act 2.0 (The sequel) The world of retirement planning has seen a whirlwind of changes in the last few years and the trend continues ...
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Why You Should Provide Your Tax Return to Your Financial Advisor Each Year
With tax season nearly behind us, now is an ideal time to share a copy of your federal and state tax returns with your financial ...
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Who Says the IRS Lacks Empathy?
In addition to the unexpected health and economic surprises that 2020 brought, there were also many unique opportunities to make some unconventional changes to your ...
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Using Net Unrealized Appreciation for Procter & Gamble PST rollovers.
Trustee’s Cost: A One Time Shot to Use It or Lose It Know your options at retirement! If you plan to retire in the future ...
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Reducing Your Real Estate Taxes
If you’re like me, you don’t enjoy paying more tax than necessary. One area to occasionally review is your property taxes, and there’s still time ...
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2020 Year End Tax Planning Strategies
Proactive tax planning throughout the year is the key to reducing taxes and maximizing your after-tax dollars for wealth accumulation. This is accomplished by applying ...
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