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Financial Planning
The Mega Backdoor Roth – Tax Free Growth Tax Free Retirement
The Roth IRA, allowing individuals to save after-tax dollars and then grow those investments completely tax-free with no requirement to take distributions, were a welcome addition to the retirement savings landscape in 1998. However, many people are locked out of...
I Bonds – Time to Revisit That Investment?
I Bonds where all the rage not too long ago. I Bonds are a type of U.S. savings bond that offer investment safety with a feature designed to protect against inflation. When inflation was heating up in 2021/2022, there came a point when the interest rate on an I Bond...
New Year, New Rules: Key Policy Changes Impacting Your 2024 Finances
Not surprising that improving finances are a top new year’s resolution by respondents in a Forbes Health/OnePoll survey. Understanding federal policy updates that can impact your finances earlier in the year can set you up for better financial success throughout 2024...
Year-end Tax Strategies
Before your brain goes full holiday-mode, as the year draws to a close, it’s time to consider some savvy end-of-year tax strategies. While it’s always better to plan throughout the year, here are two such strategies: tax loss harvesting and tax bracket stacking, which...
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