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Age-Related Tax and Financial Milestones
In an era filled with uncertainty, you can count on one thing: time marches on! This article covers some important age-related tax and...
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investment
3 Last-Minute Tips That May Help Trim Your Tax Bill
If you’re starting to fret about your 2019 tax bill, there’s good news — you may still have time to reduce your...
Summer: A Good Time to Review Your Investments
You may have heard about a proposal in Washington to cut the taxes paid on investments by indexing capital gains to inflation....
Consider a Roth 401(k) Plan — And Make Sure Employees Use It
Roth 401(k) accounts have been around for 13 years now. Studies show that more employers are offering them each year. A recent...
Investment Interest Expense is Still Deductible, But That Doesn’t Necessarily Mean You’ll Benefit
As you likely know by now, the Tax Cuts and Jobs Act (TCJA) reduced or eliminated many deductions for individuals. One itemized...
Donate Appreciated Stock for Twice the Tax Benefits
A tried-and-true year end tax strategy is to make charitable donations. As long as you itemize and your gift qualifies, you can...
