Required IRA withdrawals can create unwanted tax circumstances for you and your heirs. Here are some strategies for getting ahead of them...
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When you grow your pre-tax bucket by investing, the IRS will eventually benefit from it. Here’s the numbers and how it all breaks down...
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There is a difference on your tax return between taking a Standard Deduction versus Itemizing your deductions... and it's important to understand how they work.
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We discuss why it’s important to be able to have funds for emergencies like Long-Term Care that will NOT increase your taxable income or trigger “shadow” taxes
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It's important to know if you have carryover capital losses from year-to-year. This will help you find that number on your most recent tax return...
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There are different ways to defer taxes but why do we even bother when we know how nice the tax-free bucket is...
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Education on why people need to make estimated payments and how they specifically relate to doing Roth Conversions...
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J.D. White & Cameron Dye present "Creating A Tax-Free Retirement"...
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It's important to understand how a Roth Conversion works and what needs to be done so the IRS actually "counts" it...
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How do we recommend how much to contribute pre-tax and Roth into our client’s 401(k)s?
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One of the best ways to adjust the amount you owe on your taxes (or your refund) is to adjust your withholdings...
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How the SECURE Act changed the rules for non-spouse persons inheriting IRAs and what we can do now to not send our beneficiaries large tax bills.
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