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Posts — Category: Tax Planning
2025 Tax Deadlines You Can’t Afford to Miss
Understanding the various 2025 tax deadlines is crucial for both individuals and businesses to avoid penalties, maximize tax advantages, and ensure compliance with IRS regulations. Whether you’re an individual taxpayer,
Feb, 06 2025
Lower Your Tax Bill: Top Tax Credits for Seniors
As we grow older, managing our finances becomes even more important, especially when it comes to taxes. And while tax season may not be anyone’s favorite time of year, as
Dec, 26 2024
Get Paid to Save: How the Saver’s Credit Can Boost Your Nest Egg
Let’s be real—saving for retirement can feel like a chore. It’s like eating your vegetables or flossing: you know it’s good for you, but it’s easy to push off. Here’s
Nov, 27 2024
How to Minimize Estate Taxes: 9 Strategies to Protect Your Wealth for Future Generations
Curious about how to minimize capital gains tax on real estate? We’ve got you covered. This article walks you through practical strategies to reduce your tax burden when selling property. Be sure to get
Oct, 28 2024
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How to Handle The Estate Tax Exemption, Which Ends in 2025
The big tax break you might have been counting on is shrinking in 2025. This break called the estate tax exemption, lets you leave a certain amount of money to your
Oct, 21 2024
Retirement Funds Alert: Gen Xers and the Path to Penalty-Free Withdrawals
As Generation X approaches key age milestones, many are discovering that they can access their retirement funds without incurring penalties. At ages 59 1⁄2 for traditional IRAs and 55 for
Jul, 25 2024
Navigating Healthcare Costs and Taxes in Retirement
“Retirement is not a life without purpose; it is the ongoing purpose that provides a meaningful life.” -Robert Rivers Concerned about health care costs in retirement? A 65-year-old couple might
Jul, 24 2024
Withdrawal Tactics for Tax-Efficient Retirement
“Don’t simply retire from something; have something to retire to.” -Harry Emerson Fosdick Are you approaching retirement and wondering how to keep more of your hard-earned money? Tax-efficient withdrawal strategies
Jul, 19 2024