Latest
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11 Reasons to Consider a 1031 Exchange
Deferring capital gains taxes might be at the top of the list, but growing your portfolio and your wealth and helping with estate planning are also compelling reasons.
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One Key Rule for Understanding 2023 RMDs
RMDs Required minimum distribution (RMD) rules can be confusing, but there is a guideline that can help.
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Five Simple Year-End Tax Tips to Set Up a Successful 2024
If you wait until the new year, you may miss out on some valuable tax planning strategies. Here’s what you need to know before closing out 2023.
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Year-End Tax Planning for a Financially Healthier Retirement
Getting your tax ducks in a row for the end of the year can decrease your tax liability and make the most of your income, now and in retirement.
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Three Keys to Keeping More of Your Money in Retirement
How well you do your tax planning will determine how much of your retirement income you get to keep and how much goes to Uncle Sam.
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12 Places to Retire If You're Sick of the Heat
places to live Some like it hot; others not so much. Here are the 12 best places to retire if you can't stand the heat.
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Time for These End-of-Year Tax Planning Tips
Tax Letter With a short time left before 2023 comes to a close, tax planning is all-important. Here are some areas to focus on.
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Five Financial Moves to Make as Year's End Approaches
Now’s the time to review where you are and where you’re going, wrap up remaining goals for 2023 and think about what you want to accomplish in 2024.
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6 Smart Ways to Cut Your Utility Bills
Tax Breaks Tax breaks and potentially lower home energy costs make these green projects worth a look.
Tax Breaks
