Happy Thanksgiving
Community
Nov 23, 2022
Thanksgiving is arguably the best holiday of the year. While things can get crazy this time of year, Thanksgiving...
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What Income Sources Affect Social Security Taxability?
Financial Planning
Jun 08, 2022
What Income Sources Affect Social Security Taxability?
Financial Planning
Jun 08, 2022
Did you know that Social Security Income is tax free? If you didn’t, then this post won’t upset you. If...
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How Income Affects Medicare Premiums
Financial Planning
May 25, 2022
How Income Affects Medicare Premiums
Financial Planning
May 25, 2022
You spend your whole life working hard and saving for retirement. You pay into Social Security and Medicare over...
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Lowering Your Tax Bill
Retirement
Mar 09, 2022
Lowering Your Tax Bill
Retirement
Mar 09, 2022
This is the time of year where we get a handful of calls asking us for ideas on lowering...
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Managing Capital Gains
Investment Management
Sep 16, 2021
Managing Capital Gains
Investment Management
Sep 16, 2021
With Labor Day behind us, people are beginning to think about how this year will end and what to...
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Contributing to Your 401(k) in 2021
Retirement
Feb 11, 2021
Contributing to Your 401(k) in 2021
Retirement
Feb 11, 2021
The contribution limits for 401(k), 403(b) and 457 plans remain unchanged in 2021 at $19,500 for savers that are...
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Webcast: Traditional IRA vs. Roth IRA
Retirement
Jul 09, 2020
Webcast: Traditional IRA vs. Roth IRA
Retirement
By: Jude McDonough, CFP® AIF®
Jul 09, 2020
During this brief webcast, I discuss the differences between Traditional IRAs and Roth IRAs. Disclosures
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