September 12, 2018
New Tax Plan: Why Did My Paycheck Change?
2018 is well underway, and the affects of the new tax plan are starting to…
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October 16, 2017
The Essentials of Pensions, 401Ks, IRAs and Roths
Retirement and investment terms can be confusing; their names rarely give an accurate description of…
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July 20, 2015
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Bench Talk: Tax Refund Teachable Moment
November 7, 2012
Fiscal Cliff
As the nation goes to vote today, there are several significant scheduled tax and spending…
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October 13, 2012
Election Tax Considerations
INVESTMENT AND TAX CONSIDERATIONS PRE AND POST ELECTION As you’ve probably read and heard, some dramatic…
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February 8, 2010
The Roth Conversion Opportunity
2010 doesn’t just mark the end of another decade; it also marks a unique window…
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July 15, 2005
Capital Gains, Losses, Short-term, Long-term, and Other Confusing Words
Nobody ever accused the tax code of being simple, and the sections dealing with capital…
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