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About the Financial Planning category
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0
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2439
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August 31, 2022
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Probate, Computershare, Stocks - Help desperately needed!
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1
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67
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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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84
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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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133
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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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67
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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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135
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June 1, 2026
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Two IRS notices
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2
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104
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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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173
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May 26, 2026
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Ibonds and 529 Plans
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4
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144
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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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1601
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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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250
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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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131
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May 4, 2026
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CP53E letter from IRS
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5
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143
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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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1286
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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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214
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April 10, 2026
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Medical premium clawback
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3
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131
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April 2, 2026
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ESPP sales after retiring
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20
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452
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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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207
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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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165
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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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218
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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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371
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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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136
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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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1628
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February 15, 2026
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New brackets released
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9
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275
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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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100
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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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138
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January 12, 2026
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FreeTaxUSA upload error
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1
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145
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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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127
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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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221
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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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105
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December 12, 2025
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