How to Avoid Choosing the Wrong Tax-Advantaged Retirement Plan

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There’s no one right way to save for retirement. Weigh the…

Investments that Give You the Biggest Tax Breaks (Part Two)

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Tax-advantaged income generators offer major benefits to sophisticated…

How to Avoid – or Reduce – Capital Gains Tax

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Capital gains tax doesn’t have to overshadow your profits. Capital gains…

Understanding the Data Scorecard

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Measuring the right activities today can tell you where your…

Investments that Give You the Biggest Tax Breaks (Part One)

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Insurance products offer tax-deferred growth while hedging your…

How to Avoid Overpaying Tax on Stock Investments

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Make sure you’re not paying the IRS more than necessary on…

How to Avoid Triggering the Dreaded Wash Sale Rule

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Don’t make this critical mistake that keeps you from harvesting…

Don’t Let Fear of Getting Audited Stop You from Maximizing Your Tax Deductions

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Not only is an audit unlikely to happen – if it does, it’s…

Tax-Deferred Accounts are Valuable – If They aren’t Your Sole Savings Strategy

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Why diversification is critical for retirement accounts It…

Why You Can’t Overestimate the Importance of Tax Planning

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Failing to create a plan is the most expensive mistake taxpayers…

How to Avoid Overpaying Tax on Bond Investments

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Worried about taxable payouts? Here’s what you should know…

How to Avoid Overpaying Tax on Cash Investments

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While investment planning requires much more than IRS considerations,…