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Finalize Your Year-End Tax Plans to Set 2025 Off O

Tax strategies shouldn’t be set in stone. If you commit to...

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Social Security Gets Largest Cost-of-Living Adjust

Last week, the Social Security Administration (SSA)...

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It's Not too Late to Trim Your 2019 Tax Bill

Autumn has arrived and that means it’s time to turn your...

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Thoughtful Charitable Planning Can Maximize Tax Sa

The amount you donate to charity can make an impact on the...

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How will the Tax Cuts and Jobs Act affect your est

Effective January 1, 2018, the Tax Cuts and Jobs Act of...

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What is Involved in Converting a Traditional IRA t

IRAs are a major piece of the retirement planning puzzle,...

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