Retirement
End of Year Action Items – 2020 Edition
The past 12 months have brought significant tax changes including the CARES, Disaster, and SECURE acts, each with implications for retirement and tax planning. In addition to providing action items to potentially help reduce your 2020 tax burden, the purpose of this post is to recap the financial planning implications of – and opportunities created by these acts.
Read MoreFilling Your Tax Bucket
How do you recognize 300K of capital gains in your taxable account without paying taxes? This article addresses this question and explains, in simple terms, how our tax system works.
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