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About the Financial Planning category
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0
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2378
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August 31, 2022
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Can 1031 Exchange be used to diversify a portfolio free capital gains tax?
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10
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182
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November 21, 2024
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Roth distribution and IRMAA
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1
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86
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November 15, 2024
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Turbo Tax handling of special extentions of filing and payment deadlines
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1
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69
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November 14, 2024
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Recs on pre-planning software
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9
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119
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November 14, 2024
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Election outcome
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14
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145
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November 8, 2024
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RMD and Roth Recharacterization
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30
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285
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November 7, 2024
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Tax Rates for 2025
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4
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150
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November 2, 2024
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H&R Block preseason basic tax software offer
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4
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140
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October 29, 2024
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Estate Tax: Can a charity be the beneficiary of an IRA
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45
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383
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October 25, 2024
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Estate Tax: Can a charity be the beneficiary of an IRA?
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0
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39
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October 9, 2024
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Room and Board During Co-Op semester -- 529 eligible?
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10
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187
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October 8, 2024
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Living Trust question
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8
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129
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October 5, 2024
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Tax for Revocable Living Trust question
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2
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66
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October 3, 2024
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Help with Credit Experian
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3
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119
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September 30, 2024
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Clean Energy Tax Credit and SRECs
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0
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55
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September 24, 2024
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IRA withdrawals tax
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24
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374
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September 10, 2024
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Musings on an inheritance
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9
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156
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August 23, 2024
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Tax on Qualified Dividends
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5
|
146
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August 21, 2024
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Report Maturity/Sale of Treasury Bill on Form 8949
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14
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178
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August 7, 2024
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Inherited IRA Question/Scenario
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0
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50
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July 27, 2024
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Does inherited IRA impact Roth conversion?
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31
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326
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July 24, 2024
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Charitable Remainder Trust again
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23
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225
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July 22, 2024
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Taxation of Treasuries
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2
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113
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July 17, 2024
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Are Transcript Costs 529-Eligible Expenses? (Student is enrolled in the receiving school)
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16
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397
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July 12, 2024
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QLAC: Annuity Payments (up to $200K) from IRA or 401k to defer RMDs
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5
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272
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July 7, 2024
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Self-employed income w/o 1099
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7
|
442
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July 2, 2024
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Are Transcript Costs 529-eligible expenses?
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1
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115
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June 28, 2024
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Cost basis of gifted property
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3
|
219
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June 5, 2024
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Trust and estate - irrevocable trust but total control?
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8
|
364
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May 28, 2024
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