Gift and Estate Taxes

If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift

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Tax Planning for Income

1. Postpone your income to minimize your current income tax liability By deferring (postponing) income to a later year, you may be able to minimize

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Revisiting the 4% Rule

New research suggests that retirees could make larger initial withdrawals, particularly in a low-inflation environment. Saving for retirement is not easy, but using your retirement

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Taxation of Investments

It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that

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A second opinion might change your financial future.

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