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Archive for April 2021
Deductions & Bunching
Deductions & Bunching
2020 IRAs
2020 IRAs
Spousal IRAs
Tax Planning Strategies
Spousal IRAs
How To Strategically Fund Your Roth IRA
Think you don’t have enough funds to contribute to a Roth IRA? This week, Scott explores several options that might make it possible for you. Funding a Roth IRA is…
Read MoreBunching & Proper Withdrawal Planning
This week, we dive into two strategies to potentially lower your tax bill: Bunching and Proper Withdrawal Planning. Save Thousands with Bunching Bunching your annual deductions could save you thousands,…
Read MoreMarch 2021 Recap
Written By: Dan Moylan, Chief Investment Officer Well, the first quarter of 2021 has ended, I hope everyone had the opportunity to enjoy some nice Spring weather and get outdoors…
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