Objective Advice You Can Trust

Analyzing Your Tax Return

Another tax season is upon us.  Many people tuck their tax return and supporting documents into a folder and hand…

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What You Can Learn From Your 1099 Tax Forms

The first thing to know about 1099s is that there are several different subtypes: 1099-DIV, 1099-INT, 1099-R, 1099-MISC, and so…

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What You Can Learn from Your Tax Return: Form 1040

The Tax Cuts and Jobs Act of 2017, which was signed into law in 2017’s waning days, ushered in significant…

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What Happens to Your Health Savings Account (HSA) in Retirement?

Health savings accounts get plenty of attention in the financial media and in Washington.  Given all the publicity, it may…

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The Importance of Tax-Efficient Investing

When it comes to income, you know that it’s not what you make, but what you keep after taxes that…

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Maximizing After-Tax Investment Returns through Asset Location

You probably already appreciate the beauty of asset allocation. When you spread your money among investment categories that share little…

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