About the Financial Planning category
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0
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2384
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August 31, 2022
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Medical Billing Error -- HSA overpayment and refund -- How to Handle for Taxes?
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6
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130
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February 12, 2025
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Private Mortgage and Capital Gain Exclusion
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2
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67
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February 11, 2025
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Roth IRA Annual Rollover
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15
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339
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February 11, 2025
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I Find This Useful
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7
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214
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February 6, 2025
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Rothification for all
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9
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194
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February 4, 2025
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State Income Tax Refunds
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2
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102
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January 31, 2025
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Direct File limitations for IRA distributions, 401, etc
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9
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212
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January 12, 2025
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How do contributions interact with each other?
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3
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99
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December 14, 2024
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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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232
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November 21, 2024
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Roth distribution and IRMAA
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1
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107
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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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75
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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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124
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November 14, 2024
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Election outcome
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14
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152
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November 8, 2024
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RMD and Roth Recharacterization
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30
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311
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November 7, 2024
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Tax Rates for 2025
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4
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261
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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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169
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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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426
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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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43
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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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268
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October 8, 2024
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Living Trust question
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8
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134
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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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73
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October 3, 2024
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Help with Credit Experian
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3
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122
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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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61
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September 24, 2024
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IRA withdrawals tax
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24
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403
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September 10, 2024
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Musings on an inheritance
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9
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165
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August 23, 2024
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Tax on Qualified Dividends
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5
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151
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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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351
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August 7, 2024
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Inherited IRA Question/Scenario
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0
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53
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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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450
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July 24, 2024
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