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The $1 Million Retirement Question: Are You Being Tax-Smart About Your Pension?
A financial advisor highlights important factors to consider when managing a pension for retirement and suggests four approaches to optimize tax efficiency and maximize long-term f...
Read Full Article →Five Surprising GOP Senate Bill Tax Changes to Know
The proposed Senate GOP tax adjustments in the new bill could impact various financial sectors, prompting discussions about potential shifts in taxation and budget allocations acro...
Read Full Article →I'm a Financial Professional: This Is the Roth Conversion Mistake Too Many People Make
Converting a traditional IRA to a Roth IRA can offer long-term tax advantages, but making uninformed decisions regarding the timing and amount may lead to unexpected financial cons...
Read Full Article →Tax Rule Change Could See Millions Lose Health Insurance
If adjustments to the health premium tax credit are not maintained, millions of individuals may face increased financial burdens due to losing coverage previously supported by this...
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