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Tag: tax advantages

7 results found
episode

Financial Advisor Explains: How To MAXIMIZE Your HSA!

Updated: March 19, 2025

Learn how Health Savings Accounts (HSAs) offer incredible investment opportunities that could revolutionize your retirement planning.

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article

This Is What Tax Planning Really Means

Updated: December 26, 2024

There is at least one political issue that the vast majority of both major political parties are in agreement on:…

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episode

How Taxes Actually Work | An Accountant Explains!

Updated: November 20, 2024

Taxes are one of the most fundamental concepts in personal finance. They affect every American — yet for many, they…

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article

The IRS Just Announced 2024 Tax Changes!

Updated: December 7, 2023

I was really excited about last year’s inflation-adjusted IRS numbers because they were the biggest changes we’d seen in years.…

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episode

How to Avoid Paying Taxes in 2024

Updated: December 1, 2023

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article

6 Tax Credits and Deductions That Not Everyone Knows About

Updated: May 29, 2023

While tax season is over for most of us, it is never too early to start thinking about next year.…

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article

The Tax Advantages of Portfolio Rebalancing

Updated: March 7, 2023

Rebalancing your portfolio can lead to some tax advantages. In this highlight, Bo and Brian discuss some of the ways…

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