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Consumer Blog / Tax Planning

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Deciding Whether or Not To Do a Roth Conversion — A 3-Step Method

Diagram on paper. IRA to Conversion to Roth. Roth is circled.
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How Is Income in Retirement Taxed?

Figurine of elderly woman sitting on a bench with a cat placed in the middle of stacked coins
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Real Estate Investing and Your Personal Financial Planning

Real Estate Investing and Your Personal Financial Planning

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Asset Location: It Can Improve The Tax Efficiency Of Your Investments

Asset Location: It Can Improve The Tax Efficiency Of Your Investments
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Good Financial Reads: 4 Key Tax Planning Insights From Financial Advisors

Good Financial Reads: 4 Key Tax Planning Insights From Financial Advisors
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Good Financial Reads: How To Prepare and Succeed for All Tax Filings

Good Financial Reads: How To Prepare and Succeed for All Tax Filings
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How to Choose Beneficiaries with Taxes in Mind

How to Choose Beneficiaries with Taxes in Mind
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Capital Gains vs. Ordinary Income – The Differences + 3 Tax Planning Strategies

Capital Gains vs. Ordinary Income – The Differences + 3 Tax Planning Strategies
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5 Great Ways to Reduce Your Tax Bill

5 Great Ways to Reduce Your Tax Bill
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Good Financial Reads: Retirement Tax Considerations

Good Financial Reads: Retirement Tax Considerations
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Retirement Tax Planning - 6 Things You Must Know

Retirement Tax Planning - 6 Things You Must Know
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Good Financial Reads: Your Tax Planning Guide (Part Three)

Good Financial Reads: Your Tax Planning Guide (Part Three)
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Good Financial Reads: Your Tax Planning Guide (Part Two)

Good Financial Reads: Your Tax Planning Guide (Part Two)
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Good Financial Reads: Your Tax Planning Guide (Part One)

Good Financial Reads: Your Tax Planning Guide (Part One)
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