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About the Financial Planning category
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0
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2441
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August 31, 2022
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No age limit on making traditional IRA contributions
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5
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129
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October 1, 2026
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3.5% Cola for Social Security implies—
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1
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95
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September 14, 2026
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Probate, Computershare, Stocks - Help desperately needed!
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1
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88
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July 5, 2026
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Which employment setup should work the best: contractor or EOR?
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0
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100
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June 30, 2026
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I wish I had known this sooner…
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3
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148
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June 16, 2026
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Possible New York state tax credit for household pets
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0
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74
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June 6, 2026
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WSJ: IRS can deny charitable deductions
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2
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153
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June 1, 2026
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Two IRS notices
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2
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129
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May 27, 2026
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I got myself into a jam....advice needed
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5
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198
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May 26, 2026
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Ibonds and 529 Plans
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4
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179
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May 21, 2026
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How to Withdraw from a 529 Plan?
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17
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1646
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May 19, 2026
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Have you used section 1256 for Index options?
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8
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334
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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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160
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May 4, 2026
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CP53E letter from IRS
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5
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166
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April 25, 2026
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Turbo tax online is more expensive
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14
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1356
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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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323
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April 10, 2026
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Medical premium clawback
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3
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147
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April 2, 2026
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ESPP sales after retiring
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20
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511
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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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229
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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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192
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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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284
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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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443
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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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157
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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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1695
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February 15, 2026
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New brackets released
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9
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294
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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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122
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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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158
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January 12, 2026
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FreeTaxUSA upload error
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1
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160
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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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152
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January 1, 2026
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