Category: Tax Planning
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What Can You Learn from Your Tax Return?
What Can You Learn by Reviewing Your Tax Return? Your tax return is more than just an annual obligation—it’s a valuable tool that can provide…
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Income Planning Personal Finance Retirement Planning Tax Planning
Income Planning for Retirement
Sometimes, in the process of retirement planning, we talk about income planning. As with all aspects of…
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Income Planning Personal Finance Tax Planning
Why We Do Income Planning
More money is good, right? Then, why would I want to take less income? Sometimes, in the…
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Income Planning Personal Finance Tax Planning
Should I Defer My Compensation?
As a corporate executive, you may be offered the opportunity to participate in your firm’s deferred compensation…
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Best Life Personal Finance Retirement Planning Tax Planning
Does Contributing to my 401k Still Make Sense?
Updated in March 2025 Does it still make sense to contribute to my 401k? This is a…
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Personal Finance Retirement Planning Tax Planning
Considerations before taking a loan from your 401k
Before taking a loan from your 401k, consider this… Why did you contribute to your 401k in…
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Personal Finance Tax Planning
Myth: It’s always better to defer taxes
Let’s explore the myth that it’s always better to defer taxes You may have heard that it’s…