Some retirement plan holders can observe #GivingTuesday with a tax strategy that does more good at less cost.
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A Creative Way To Make A Difference On #GivingTuesday
Tag Archives: Tax Planning
You Say Goodbye, States Say Hello
Changing states for tax purposes? There’s an app for that – but it may not be nearly enough.
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Not Another Year-End Financial Planning Article
What is the best day to begin executing year-end financial strategies for 2019? That would be tomorrow.
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First In, Worst Out
Tax-aware managers can largely work around a proposal that will mainly affect the smallest, least sophisticated investors.
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As Good As Cash?
Giving away the family business is about to get more expensive.
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How Much Is It Worth?
The IRS’ after-the-fact valuation for estate and gift taxes is not a fair or sensible way to run a tax system.
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When One IRA Window Closed, Another Opened
A new law killed the “stretch IRA” strategy for nonspouse heirs, but it spawned another opportunity to aid some beneficiaries.
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