Tax Planning

MEDICARE: IRMAA

KEY TAKEWAYS IRMAA is tax surcharge that high-earning Medicare beneficiaries have to pay each month IRMAA is determined based on…

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SECURE 2.0 – Rethinking Retirement Savings

From RMDs to student debt, the new law has something for everyone. Key Takeaways The age to start taking RMDs…

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End-of-Year Tax Planning: 7 Tips

The final weeks of the year are always busy – between holiday festivities and various last-minute activities. Before you know…

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Tax Planning: Principles

Tax planning is (or certainly should be!) a core, vital component across all financial and retirement plans.  There’s tax implications…

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