March 2024 Newsletter- How taxes get paid (estimated payments and withholdings)
Recommended Articles
Tax-Efficient Family Gifting: An Advisor’s Guide
A powerful strategy to discuss with clients interested in gifting is funding Roth accounts on behalf of children or grandchildren.
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There is No Such Thing as a Tax Write Off
A write-off is an incredibly misleading nickname for an expense that can help lower your taxable income. It is not a magic trick that suddenly makes something free.
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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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