2024- November Newsletter- Tax Buckets, Next Level
Recommended Articles
Why Tax Planning is Not a Choice—But Being Great At It Is
The IRS is not shy. They want a cut of the action anytime money is involved. Taxation doesn’t discriminate either: They will take their piece whether it’s cash, real […]
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Tax-Advantaged Accounts That Aren’t IRAs
“Are you funding your IRA?” This frequently-seen retirement question is an important starting point. However, it can sometimes overshadow other opportunities to save and invest for the future in tax-advantaged […]
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Why Not to Do a Roth Conversion in 2022
While a powerful tool, Roth conversions are not a universal solution to reducing taxes.
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