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Using Your 401(k) Plan to Save This Year and Next
You can reduce taxes and save for retirement by contributing to a tax-advantaged retirement plan. If your employer offers a 401(k) or...
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retirement
IRA Charitable Donations are an Alternative to Taxable Required Distributions
Are you charitably minded and have a significant amount of money in an IRA? If you’re age 70½ or older, and don’t...
Selling Securities by Year End? Avoid the Wash Sale Rule
If you’re planning to sell assets at a loss to offset gains that have been realized during the year, it’s important to...
Putting Together the Succession Planning and Retirement Planning Puzzle
Everyone needs to plan for retirement. But as a business owner, you face a distinctive challenge in that you must save for...
The Key to Retirement Security is Picking the Right Plan for Your Business
If you’re a small business owner or you’re involved in a start-up, you may want to set up a tax-favored retirement plan...
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....
