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Was 2021 a great rebound year for your income?  If so, consider deferring some of your income to help avoid paying taxes at a higher rate.  This cou...

Are you retired and wondering how to pay for those holiday gifts?  You may have assets in a 401(k), IRA, Roth, or even after-tax accounts.  Taking d...

Did you recently retire? If so, your work-related income has likely declined.  This being the case, a Roth conversion could make sense for you this y...

Are you looking to gift money to your children or grandchildren?  Good news!  The annual gift tax exclusion is $15,000 per person, for 2021.  This...

Do you find yourself with a little extra cash toward the end of the year?  If so, be sure to max out your retirement plan contributions.  Curious wh...

If you have a high deductible health plan and have not contributed $3,600 ($7,200 for a family) to a Health Savings Account, then you are missing out....

Were your sales numbers not up to par this year, or did your business not grow like you expected?  If you find yourself in a low tax bracket this yea...

Have you had a good year in terms of your income?  Do you regularly donate to charity?  With a Donor Advised Fund, you can get a tax deduction for y...

‘Tis the season for giving, but should you gift cash to your favorite charity this holiday season?  Gifting appreciated stock can save you money in...