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About the Financial Planning category
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0
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2377
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August 31, 2022
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Estate Tax: Can a charity be the beneficiary of an IRA
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4
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35
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October 10, 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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17
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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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133
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October 8, 2024
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Living Trust question
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8
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118
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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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62
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October 3, 2024
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Help with Credit Experian
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3
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112
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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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51
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September 24, 2024
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IRA withdrawals tax
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24
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367
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September 10, 2024
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Musings on an inheritance
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9
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148
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August 23, 2024
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Tax on Qualified Dividends
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5
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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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153
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August 7, 2024
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Inherited IRA Question/Scenario
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0
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46
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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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297
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July 24, 2024
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Charitable Remainder Trust again
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23
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213
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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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375
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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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266
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July 7, 2024
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Self-employed income w/o 1099
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7
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440
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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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111
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June 28, 2024
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Cost basis of gifted property
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3
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214
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June 5, 2024
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Trust and estate - irrevocable trust but total control?
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8
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362
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May 28, 2024
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QCD IRA to Charitable Remainder Trust as RMD--referral
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0
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220
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May 19, 2024
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Inherited IRA RMD - 1st Year?
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32
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852
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May 15, 2024
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Age 50 and Age 55 Rules (retirement plans)
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4
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342
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May 13, 2024
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Wife uses husband’s power of attorney to redo living trust increasing her benefit
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6
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321
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May 7, 2024
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529 Plan Roth Conversion
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1
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216
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May 6, 2024
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Dealing With A Corrected 1099
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4
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295
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April 19, 2024
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Give to my niece
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5
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344
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April 16, 2024
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Donation of stock in-kind to charity
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4
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221
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April 15, 2024
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