A Tax Strategy to Consider: RMD & QCD

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In school we were told to know our ABC’s, but if you are over the age of 70 ½ and have an IRA or 401(k), you should really know your RMD’s. Required minimum distribution (RMD’s) is the amount that a person is required to withdraw from their tax-deferred retirement accounts every year.  These mandatory distributions […]

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Make Your End of The Year List & Check It Twice

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When it comes to December, we can all learn a lesson regarding our finances from, none other than Santa himself!!  Just like Santa, we all need to “make a list and check it twice” regarding all the outstanding items that HAVE to be done by the end of the year. Remember, even though taxes are […]

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Tax Planning – Preparation and Accuracy goes a LONG way

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The current changes to the tax code this year has everyone in a tail spin. It is the largest overall of the tax system in 30 years.  Sensational headlines and impulsive reactions only compound the confusion.  But even in these times of adjustments, thorough and accurate tax planning is always an excellent strategy to help […]

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Don’t Put Your Tax Strategy on Vacation

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The changes to the tax code have left most of our clients with more questions than answers. It is easy to become confused with the newest revision to the Tax Code.  It is the most extensive change in the past 30 years.  But now is the time to evaluate how these changes will affect your […]

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