Tax Strategies
Tax Shifting Ideas to Reduce Your Bill to Uncle Sam
Many tax experts talk about shifting your tax burden from one year to the next.…
Tax Strategies
Tax-Free Roth IRA Withdrawal Options
Withdrawing funds from your retirement accounts must be done carefully to avoid a potential 10%…
Tax Strategies
Taxable or Not Taxable? Some of these items may surprise you.
There are a number of areas in the tax code that cause confusion as to…
Tax Strategies
Inherited IRAs and the SECURE Act of 2019
At the end of 2019, the SECURE Act (Setting Every Community Up for Retirement Enhancement…
Tax Strategies
Is Getting an Income Tax Refund a Good Thing?
Everyone loves getting a tax refund, right? Not us! We’ll explain why; but first let’s…
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