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Maurice La Verdure: Jun 1, 2023 9:26:01 AM
4 tax challenges you may encounter if you’re retiring soon Are you getting ready to retire? If so, you’ll soon experience changes in your lifestyle...
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Maurice La Verdure: Feb 8, 2023 10:22:13 AM
Most retirement plan distributions are subject to income tax and may be subject to an additional penalty if you take an early withdrawal. What’s...
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Maurice La Verdure: Nov 17, 2022 11:30:04 AM
Many people have savings bonds that were purchased many years ago. Perhaps they were given to your children as gifts or maybe you bought them...
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Scott Henvey: Mar 11, 2022 2:00:00 PM
If you’re getting ready to file your 2021 tax return, and your tax bill is more than you’d like, there might still be a way to lower it. If you’re...
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Scott Henvey: Mar 9, 2022 3:00:00 PM
One goal of estate planning is to avoid or minimize probate. This is particularly important if you own real estate in more than one state. Why?...
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Maurice La Verdure: Jan 18, 2022 11:00:00 AM
A primary purpose of estate planning is to ensure that your wealth is distributed according to your wishes after you die. But if a family member...
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Scott Henvey: Jan 12, 2022 3:41:53 PM
You may pay out a bundle in out-of-pocket medical costs each year. But can you deduct them on your tax return? It’s possible but not easy. Medical...
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Scott Henvey: Sep 23, 2021 11:00:00 AM
Given the escalating cost of health care, there may be a more cost-effective way to pay for it. For eligible individuals, a Health Savings Account...
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Maurice La Verdure: Sep 7, 2021 11:00:00 AM
As many states continue to struggle with the current surge in COVID-19 cases, the “new normal” demands continued social distancing in many areas of...
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Maurice La Verdure: Sep 1, 2021 11:00:00 AM
Some people make video recordings of their will signings in an effort to create evidence that they possess the requisite testamentary capacity. For...
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Maurice La Verdure: Aug 20, 2021 11:00:00 AM
If you’re the type who would rather order ala carte rather than a set entrée, you might prefer a “self-directed” IRA. With this option, you may be...
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Scott Henvey: Aug 12, 2021 11:00:00 AM
If you have a parent entering a nursing home, you may not be thinking about taxes. But there are a number of possible tax implications. Here are five.
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Maurice La Verdure: Jul 30, 2021 11:00:00 AM
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes.
