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How to Get the Maximum Social Security Benefit

How to Get the Maximum Social Security Benefit

May 24, 2023
If you’re a high earner and meet certain qualifications, you could receive the highest Social Security benefit possible ($54,660)...
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Long-Term Capital Gains Tax Strategies

Long-Term Capital Gains Tax Strategies

May 1, 2023
When you meet with your advisor and tax professional to review your wealth plan, consider discussing whether to put...
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Summary of 2023 and Future Reduced Medicare Drug Costs

Summary of 2023 and Future Reduced Medicare Drug Costs

April 5, 2023
In 2022, President Biden signed legislation that included lowering Medicare prescription drug costs. Some provisions took effect at the...
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Estate and Gift Tax Quick Facts

Estate and Gift Tax Quick Facts

April 2, 2023
Take advantage of the current lifetime gift and estate planning tax exemption before it sunsets at the end of...
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Strategies to Help Protect Your Wealth From Taxes

Strategies to Help Protect Your Wealth From Taxes

March 20, 2023
Here are answers to questions related to transferring your wealth to heirs to help minimize your tax burden. ...
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5 Common Tax Questions

5 Common Tax Questions

March 15, 2023
Q: Does it make sense for me to itemize deductions on my taxes? A:  It depends. If your...
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Wealth Advice: What Are You Getting Out of It?

Wealth Advice: What Are You Getting Out of It?

March 10, 2023
Although only a little more than a third of Americans currently work with a financial advisor, those who do...
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Discover the HSA Triple Tax Savings Advantage

Discover the HSA Triple Tax Savings Advantage

March 6, 2023
Health care costs can take a bite out of your retirement savings, with costs running as high as $315,000...
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10 Tips for Teaching Your Children About Wealth Management

10 Tips for Teaching Your Children About Wealth Management

March 1, 2023
Are you confident that your children will be able to responsibly manage the wealth they inherit from you? They’ll...
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Which Charitable Strategies Can Help Cut My Tax Bill?

Which Charitable Strategies Can Help Cut My Tax Bill?

March 1, 2023
With the lifetime estate and gift tax exemption, currently $12.92 million for individuals, 1 scheduled to sunset in two...
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Answers to 401(k) Questions

Answers to 401(k) Questions

January 16, 2023
Here are a few answers to less-common questions about 401(k) retirement accounts. Q: What can I do with...
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What You Need to Know About Kiddie Tax

What You Need to Know About Kiddie Tax

January 8, 2023
Kiddie tax is a tax law that was implemented in 1986 to prevent parents from taking advantage of lower...
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