5 Common RMD Mistakes That Could Ruin Your Retirement
As age 73 nears, it is critical that you begin considering how you want to handle the required ...
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5 Ways to Give Tax-Free Gifts
If you plan to gift a sizable amount of money to a loved one, gift tax should be ...
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6 Ways to Minimize Your Tax Liability Throughout the Year
You don't need to wait until the end of the year to look for ways to minimize your ...
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What the Mid-Terms Might Do to the Stock Market
The S&P 500 does best when one party controls Congress and the WH too The 2022 Midterm Elections will feature ...
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Advanced Tax Planning Ideas: Tax Loss Harvesting & Ways to Quantify the Benefits
When you lose money on certain investments, you can typically claim the loss against other investments, and in ...
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5 Helpful Halloween Tricks to Navigating a Scary Stock Market
Investing can be a roller coaster—and, when the market starts dropping, it may even feel more like a ...
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