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Estate & Retirement Planning (4)

Estate Tax Planning Tips for Married Couples

For married people with large estates, the Tax Cuts and Jobs Act (TCJA) brings welcome relief from...

Give Back and Save Taxes with Charitable Contributions

As year end approaches, you may be thinking about making some charitable donations. Here’s a...

Will You Have to Pay Tax on Social Security Benefits?

Will You Have to Pay Tax on Social Security Benefits?
Some people are under the misconception...

There’s Still Time to Set Up a SEP for 2016

There’s Still Time to Set Up a SEP for 2016
Simplified Employee Pensions (SEPs) are...

Remember RMDs this Tax Season

Did you know that, once you turn age 70½, you must start taking mandatory annual withdrawals from...