Are you tired of the annual routine of overpaying taxes and waiting for a refund? Or perhaps you’re looking for ways to better manage your cash flow when it comes to tax payments. Adjusting your…
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Financial Considerations for Snowbirding in Retirement
In this blog post, we will explore the financial considerations involved in “snowbirding” during retirement. Snowbirding, which involves splitting time between two homes in different locations, offers retirees the opportunity to enjoy the best…
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How Capital Gains Tax Works
UPDATED 01/12/2024 In addition to state and federal taxes on income, there may also be taxes on the increase in value when individually owned property, aka a capital asset is sold. This is commonly referred…
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Roth 5 Year Rule
What is the Roth 5 Year Rule? In order to harness the full potential of a Roth account you’ll want to have a good grasp of the “5 year rule” so you can plan accordingly….
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