With less than a month to go before the (updated) tax deadline, Scott shares different funding strategies for Roth IRAs. If you have any questions, please don’t hesitate to call us at 844-CARLSON (844-227-5766).

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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, especially if your itemized deductions are close to that standard deduction but fall just short.  Let’s look at one example of how this could work…

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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 some in March.   A quick recap of last month and some insight moving ahead to Q2.  We have some good success stories in the stock…

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