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Personal Taxes

Personal Taxes | Retirement

Retirement Withdrawal Strategies: 4% Rule vs The Bucket Method

ByEmily Guy Birken

One of the most nerve-wracking aspects of nearing retirement is the prospect of possibly running out of money…

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Personal Taxes | Retirement

Should I Rollover My 401k?

ByPhilip Taylor, CPA

Every day someone leaves a job and asks, “should I rollover my 401k?” Most of the time, the…

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Stay Out of the 401k Penalty Box
Personal Taxes | Retirement

Stay Out of the 401k Penalty Box

ByJeff Rose, CFP

High sticking in the NHL will get you a minimum 2 minutes in the penalty box. Same rules…

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Personal Taxes | Retirement

Understand Roth IRAs and Use Them for Your Advantage

ByPhilip Taylor, CPA

The traditional individual retirement account (IRA) has long been a savvy way to do some tax-deferred investing for…

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9 Badass States Without State Income Taxes (and How They Get Away with It)
Personal Taxes

9 Badass States Without State Income Taxes (and How They Get Away with It)

ByPhilip Taylor, CPA

As the federal tax filing deadline looms closer and closer, many people are starting their federal tax returns….

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