October 2022 – Tax Strategies CPAs Miss
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Are You Planning for Your IRS “Mortgage”?
When is $500,000 not $500,000? Conventional wisdom on preparing for retirement has often included refrains such as “become debt-free” and “defer, defer, defer”. There are situations where both of […]
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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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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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