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About the Financial Planning category
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0
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2428
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August 31, 2022
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Steps for doing a Roth conversion
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9
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64
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March 10, 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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280
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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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112
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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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1509
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February 15, 2026
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New brackets released
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9
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217
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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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74
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January 20, 2026
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ESPP sales after retiring
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7
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178
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January 13, 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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93
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January 12, 2026
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FreeTaxUSA upload error
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1
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103
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January 12, 2026
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Turbo tax online is more expensive
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11
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590
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January 3, 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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97
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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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133
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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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84
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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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104
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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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132
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November 29, 2025
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Retirement, trusts, and taxes
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4
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151
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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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302
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November 7, 2025
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ACA and RMDs before Medicare
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24
|
680
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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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184
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September 28, 2025
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2026 Tax Planning
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2
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186
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September 25, 2025
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Cash or Mortgage
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22
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424
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August 17, 2025
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Question about billionaire strategy
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7
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191
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July 21, 2025
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Writing off a loss on a sale of land?
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16
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353
|
July 16, 2025
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Someone Can't Count
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1
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173
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July 7, 2025
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Intentionally defective grantor trust IDGT
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0
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73
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July 4, 2025
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Question about death and taxes
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3
|
101
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June 9, 2025
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IRS sent incorrect Notice of Penalty ignoring Hurricane Milton Relief Provisions
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3
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134
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June 4, 2025
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Roth Conversion and 5-yr rule?
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4
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266
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March 30, 2025
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Street improvments
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5
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153
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March 21, 2025
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