February 2024 Contribution Guide
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Advisors: How To Clear Up Tax Confusion
Forosophobia In February of 2021, a psychologist suggested a new phobia in Psychology Today: Forosophobia is the proposed “fear of taxes and the IRS.”
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For some taxpayers, so-called “backdoor” Roth contributions can be a great way to fill an investment bucket that will grow tax free. Tax free is everyone’s favorite kind of money but the […]
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Many financial advisors hesitate to provide any client tax planning advice—mainly due to compliance oversight. However, there are still several ways you can provide massive value without having to provide […]
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