Category: Tax

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  Closing the Year Strong: Key Financial Moves Before Year-End

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  How to Estimate Your Tax Bill in Retirement

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  When should I take the tax hit on unrealized gains?

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  Kamala Harris’ New Tax Plan Explained

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  What’s the Rule of 72(t) and Rule of 55?

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  How can I reduce my current taxable income?

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  IRS Clarifies 10-Year Rule for Retirement Account Beneficiaries

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  Tax Advantages of a Generation Skipping Trust (GST)

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  Reduce Your Taxes and AGI by Giving to Charity

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  How do I avoid the 10-year rule for an inherited IRA?

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  How do I avoid capital gains tax?

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  Tax Savings Strategies for High Income Earners

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