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Tax Planning

Tax Planning

Tax Considerations for Individual Athletes

Navigating Taxes as a Solo Athlete: Challenges and Opportunities The recent Paris Olympics showcased both...
Tax Planning

Comparing 1031 Exchanges and Opportunity Zones: Which Offers Advantages?

Navigating the Tax Code: A Deep Dive into 1031 Exchanges vs. Opportunity Zones in...
Tax Planning

The Top Three Retirement Planning Gaps DIYers Are Making

Navigating the Unassembled Shed of Retirement Finances: Areas for Improvement As we navigate through retirement,...
Tax Planning

Is a 1031 Exchange a Smart Move for Baby Boomers?

"Understanding 1031 Exchanges: How to Minimize Taxes on Real Estate Sales" The article discusses the...
Tax Planning

Avoid These 5 Common Pitfalls When Giving to Charity as a Family

Navigating the Challenges of Family Philanthropy: Five Common Pitfalls to Avoid The spirit of giving...
Tax Planning

Cut Your Taxes in Retirement with These Three Strategies

"Maximizing Retirement Income: The Importance of Tax-Efficient Strategies" Keeping a close eye on finances in...
Tax Planning

Five Reasons Some Financial Planners Steer Clear of Tax Planning

"Why Your Financial Advisor Should Talk About Tax Planning" Many financial planners do not prioritize...
Tax Planning

Advantages of Including Permanent Life Insurance in Your Estate Plan

"Securing Your Legacy: The Benefits of Permanent Life Insurance in Estate Planning" When it comes...
Tax Planning

The Trade-Offs of Repealing the Death Tax

Navigating Trusts and LLCs: Estate Planning, Asset Protection, and Tax Planning Trade-offs Trusts and LLCs...
Tax Planning

The 10-Year Rule for Inherited IRAs from the IRS

Navigating the New 10-Year Rule for Inherited IRAs: What You Need to Know The Kiplinger...
Tax Planning

The Impact of High Interest Rates on Charitable Trusts

Maximizing the Benefits of Charitable Giving in a High Interest Rate Environment: The Power...
Tax Planning

Avoiding Medicare’s IRMAA with a Roth Conversion

Navigating IRMAA: Understanding Medicare Premiums and Income Adjustments The article discusses the concept of IRMAA...
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Estate Planning

Challenging the Notion of the Silver Spoon Myth

Navigating the Challenges of Multigenerational Wealth Transfer: Empowering the Next Generation with Productive Discussions...
Retirement Planning

Troubleshooting 401(k) Catch-Up Contributions for 2024

Navigating the Confusion: Understanding the Changes to Retirement Account Rules Under the SECURE 2.0...
Tax Planning

Important Information About Taxes in a Gray Divorce

Navigating the Tax Maze of Gray Divorce: What You Need to Know Divorce settlements are...
Estate Planning

The Five Essential Areas to Prioritize in Retirement Planning

Navigating Retirement: The TIMLI™ Retirement Plan for a Smooth Golden Years As retirement approaches, many...

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