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About the Financial Planning category
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0
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2421
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August 31, 2022
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ACA when one spouse goes on Medicare
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3
|
113
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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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617
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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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167
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September 28, 2025
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2026 Tax Planning
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2
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162
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September 25, 2025
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Cash or Mortgage
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22
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412
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August 17, 2025
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Question about billionaire strategy
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7
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178
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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
|
314
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July 16, 2025
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Someone Can't Count
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1
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170
|
July 7, 2025
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Intentionally defective grantor trust IDGT
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0
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65
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July 4, 2025
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Question about death and taxes
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3
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89
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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
|
124
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June 4, 2025
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Roth Conversion and 5-yr rule?
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4
|
241
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March 30, 2025
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Street improvments
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5
|
134
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March 21, 2025
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Personal Loan Interest Deductible?
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6
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149
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March 20, 2025
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Check my math and other things
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2
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119
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March 20, 2025
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Property Tax deduction and 2 houses
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7
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244
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March 20, 2025
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Roth contribution limited if Married Filing Separately?
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2
|
131
|
March 17, 2025
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Roth IRA Thought?
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12
|
284
|
March 16, 2025
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1099-DIV Box 9 - How to Report on Tax Return
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7
|
582
|
March 14, 2025
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|
Form 1099-S Gross Proceeds (Box 2) matching on Tax Return
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4
|
245
|
March 11, 2025
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Painting Expense Before Home Sale
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|
20
|
898
|
March 10, 2025
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Liquidation and 1099B
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3
|
155
|
March 10, 2025
|
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Estimated Taxes for 2025
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3
|
203
|
March 10, 2025
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Darn REITS Again
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1
|
85
|
March 8, 2025
|
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Loan Interest Deductible - On a loan against my stocks?
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5
|
196
|
March 8, 2025
|
|
SSA-1099 vs SSA-1099SM?
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4
|
435
|
March 8, 2025
|
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Medical Billing Error -- HSA overpayment and refund -- How to Handle for Taxes?
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|
7
|
362
|
March 7, 2025
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Options cost basis at time of death
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|
8
|
385
|
February 23, 2025
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Add SEP IRA to ROLLOVER IRA
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2
|
154
|
February 20, 2025
|