Monthly Archives: December 2014

Planning Moves with Retirement Dollars and other Benefits

These tax planning moves¬†may be helpful for individuals when dealing with retirement dollars and other benefits. Planning Moves with Retirement Dollars and other Benefits Take required minimum distributions (RMDs) from your IRA or 401(k) plan (or other employer-sponsored retired plan) … Continue reading

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Some Year-End Tax Planning Moves For Individuals

Following are some example of year-end planning moves for individuals based on current tax rules.¬† These moves may help you save tax dollars if you act before year-end. Not all actions will apply in your particular situation, but you (or … Continue reading

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