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About the Financial Planning category
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0
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2382
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August 31, 2022
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How do contributions interact with each other?
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3
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84
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December 14, 2024
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Can 1031 Exchange be used to diversify a portfolio free capital gains tax?
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10
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196
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November 21, 2024
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Roth distribution and IRMAA
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1
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97
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November 15, 2024
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Turbo Tax handling of special extentions of filing and payment deadlines
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1
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70
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November 14, 2024
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Recs on pre-planning software
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9
|
119
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November 14, 2024
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Election outcome
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14
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147
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November 8, 2024
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RMD and Roth Recharacterization
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30
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291
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November 7, 2024
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Tax Rates for 2025
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4
|
171
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November 2, 2024
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H&R Block preseason basic tax software offer
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4
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147
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October 29, 2024
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Estate Tax: Can a charity be the beneficiary of an IRA
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45
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391
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October 25, 2024
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Estate Tax: Can a charity be the beneficiary of an IRA?
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0
|
40
|
October 9, 2024
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Room and Board During Co-Op semester -- 529 eligible?
|
|
10
|
203
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October 8, 2024
|
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Living Trust question
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8
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130
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October 5, 2024
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Tax for Revocable Living Trust question
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2
|
71
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October 3, 2024
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Help with Credit Experian
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3
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119
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September 30, 2024
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Clean Energy Tax Credit and SRECs
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0
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56
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September 24, 2024
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IRA withdrawals tax
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24
|
378
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September 10, 2024
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Musings on an inheritance
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9
|
159
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August 23, 2024
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Tax on Qualified Dividends
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5
|
147
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August 21, 2024
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Report Maturity/Sale of Treasury Bill on Form 8949
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|
14
|
189
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August 7, 2024
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Inherited IRA Question/Scenario
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0
|
50
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July 27, 2024
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Does inherited IRA impact Roth conversion?
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31
|
356
|
July 24, 2024
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Charitable Remainder Trust again
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23
|
242
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July 22, 2024
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Taxation of Treasuries
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2
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116
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July 17, 2024
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Are Transcript Costs 529-Eligible Expenses? (Student is enrolled in the receiving school)
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16
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411
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July 12, 2024
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QLAC: Annuity Payments (up to $200K) from IRA or 401k to defer RMDs
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|
5
|
279
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July 7, 2024
|
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Self-employed income w/o 1099
|
|
7
|
444
|
July 2, 2024
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Are Transcript Costs 529-eligible expenses?
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|
1
|
118
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June 28, 2024
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Cost basis of gifted property
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3
|
225
|
June 5, 2024
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