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About the Financial Planning category
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0
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2432
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August 31, 2022
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Have you used section 1256 for Index options?
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8
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156
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May 10, 2026
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Converting Term to Whole Life
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9
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94
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May 4, 2026
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CP53E letter from IRS
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5
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112
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April 25, 2026
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Turbo tax online is more expensive
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15
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1195
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April 10, 2026
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Looking for a way to take adavantage of no tax on overtime
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3
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77
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April 10, 2026
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Medical premium clawback
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3
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106
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April 2, 2026
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ESPP sales after retiring
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20
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361
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April 2, 2026
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College Students, 529 Withdrawals, and Turbotax Oddity (2025 taxes)
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6
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180
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March 30, 2026
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Undo (not amend) a tax return submission?
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4
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148
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March 27, 2026
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Steps for doing a Roth conversion
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10
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145
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March 19, 2026
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Tax due when charitable donation depletes ordinary income and reduces capital gains
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18
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292
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March 3, 2026
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1099-R but no cash distribution?
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4
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120
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February 17, 2026
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1099-K from ebay for 2022
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30
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1528
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February 15, 2026
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New brackets released
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9
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234
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January 20, 2026
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Is this feasible — Social Security delayed claim
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2
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82
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January 20, 2026
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Make your charitables direct from your RMDs to reduce your income, starting this year
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1
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110
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January 12, 2026
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FreeTaxUSA upload error
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1
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130
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January 12, 2026
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Will Selling a stock at a loss and then selling a CSP trigger a wash sale?
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1
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104
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January 1, 2026
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RSU's, taxes and divorce
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5
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166
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December 16, 2025
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AJ hope you are ok
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1
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85
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December 12, 2025
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Open traditional IRA age 76 when does RMD kick in?
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5
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107
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December 4, 2025
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Overcontributed to my Roth IRA
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2
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135
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November 29, 2025
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Retirement, trusts, and taxes
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4
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156
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November 23, 2025
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ACA when one spouse goes on Medicare
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3
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360
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November 7, 2025
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ACA and RMDs before Medicare
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24
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698
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October 19, 2025
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Partial IRA to Roth Rollover Question
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5
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192
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September 28, 2025
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2026 Tax Planning
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2
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195
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September 25, 2025
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Cash or Mortgage
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22
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435
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August 17, 2025
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Question about billionaire strategy
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7
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209
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July 21, 2025
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