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Consider State Taxes When Thinking of Place to Retire

February 17, 2017

When you retire, you may consider moving to another state, for the weather or to be close to loved ones.…

Few changes to retirement plan contribution limits for 2017

January 18, 2017

Retirement plan contribution limits are indexed for inflation, but with inflation remaining low, most of the limits remain unchanged for…

New Tax Due Dates & Extension Periods for Most Entities for Tax Year 2016!

December 6, 2016

As part of the highway funding bill passed in July of 2016, many tax return due dates are changed. The…

Educate Yourself About the Revised Tax Benefits for Higher Education

March 2, 2021

Attending college is one of the biggest investments that parents and students ever make. If you or your child (or…

When It Comes to Trusts, Silence May Be Golden

February 2, 2021

The idea of leaving a significant inheritance to your children or grandchildren may give you pause. Could the promise of…

Tax Implications of Holding Precious Metal Assets in Your IRA

January 6, 2021

Given today’s stock market valuations and historically low-interest rates on fixed-income investments, some IRA owners may be interested in moving…