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About the Financial Planning category
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0
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2436
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August 31, 2022
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I wish I had known this sooner…
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3
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79
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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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59
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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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115
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June 1, 2026
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Two IRS notices
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2
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89
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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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154
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May 26, 2026
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Ibonds and 529 Plans
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4
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125
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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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1520
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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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195
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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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107
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May 4, 2026
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CP53E letter from IRS
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5
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128
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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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1233
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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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124
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April 10, 2026
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Medical premium clawback
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3
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113
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April 2, 2026
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ESPP sales after retiring
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20
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405
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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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194
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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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151
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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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175
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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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324
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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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131
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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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1547
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February 15, 2026
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New brackets released
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9
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247
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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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87
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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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118
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January 12, 2026
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FreeTaxUSA upload error
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1
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137
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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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109
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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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182
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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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92
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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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120
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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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136
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November 29, 2025
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