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Maximize your dollars this year! Whether just starting out or reaching a new level of financial complexity, we have important tax planning tips you can take advantage of in the new year.
In this episode, you’ll learn:
- Positives and negatives of new distribution opportunities
- How stimulus checks affect your 2020 taxes
- Easy tax deductions to take advantage of
- How to make sure you avoid IRS penalties
- Advanced tax planning strategies to add to your arsenal
Research and resources from this episode:
- Amid Virus Outbreak, E*TRADE Study Reveals Spike in Early Retirement Withdrawals Among Young Investors (Business Wire)
- Donation Value Guide (The Salvation Army)
- Valuation Guide for Goodwill Donors
- Topic No. 306 Penalty for Underpayment of Estimated Tax (IRS)
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