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Financial Solutions

Financial Solutions

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FOUR TAX PITFALLS TO AVOID IN A LOFTY MARKET

What helps improve your portfolio can also increase the taxes you owe.

ARE ROTH OR TRADITIONAL IRA CONTRIBUTIONS BETTER?

February 16, 2017

Take the tax break at the time of contribution or save it for later? We discuss the considerations.

YEAR-END 2020 PLANNING: GEORGIA ON MY MIND

December 01, 2020

Year-end planning for Americans will be more challenging than ever in 2020.

FOUR STRATEGIES FOR AN ORGANIZED TAX SEASON

November 06, 2020

Has tax season become a frustrating paper chase? These tactics can buy you some relief.

STATE AND LOCAL TAXES AND YOUR RETIREMENT PLAN

October 14, 2020

With state and local budgets under pressure because of the coronavirus, taxes from these entities may become a front-burner issue if they're not already.

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