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10 Result(s) in the “Tax Planning” Category


Mar. 25, 2021

The Number One Reason People Take Early Distributions From Retirement Accounts

Although withdrawing money from retirement savings before reaching retirement age can result in some hefty tax implications, sometimes it’s necessary to…

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Mar. 25, 2021

Required Minimum Distributions in 2021

Last year, the passage of the CARES Act waived required minimum distributions (RMDs) for everyone. However, that waiver has ended, and…

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Mar. 12, 2021

The SECURE Act Changed Retirement for 2020 and Beyond. Here’s What You Need to Know.

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is a bill that passed Congress and was signed by then-President Trump…

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Feb. 5, 2021

Understanding the difference between a Tax Deduction and a Tax Credit (and why it’s important to know now)

President Biden and Treasury Secretary Yellen are looking to make some changes to the way that Americans save for retirement.…

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Jan. 8, 2021

Could Congress Make the Roth IRA Taxable?

We talk a lot about the benefits of a Roth IRA. But when talking about risks, one variation of this question often comes up: could Congress…

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Dec. 18, 2020

10 Tax Planning Ideas to Consider Before 2021

With tax rates currently at historic lows and almost certain to get higher in the near future, particularly on high earners…

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Dec. 17, 2020

Three Ways to Maximize Your Charitable Donations Before Year End

If you’re still thinking about ways to save on taxes before December 31, you may be considering making a donation…

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Dec. 4, 2020

Why You Should Consider a Roth IRA Conversion Before Year’s End

If you’ve been thinking about doing a full or partial Roth IRA conversion, now is the time to take action. The…

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Apr. 17, 2020

5 Reasons This May Be The Right Time to Consider a Roth Conversion

The allure of tax-free money is undeniable. And right now, it may just be one of the best times in…

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Apr. 1, 2019

Taxes – Ain’t No Foolin’

Spring has finally sprung…or has it? Mother Nature has a funny sense of humor…and great timing for April Fools' Day!…

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