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About the Tax Strategies category
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2
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1404
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October 27, 2022
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How do contributions interact with each other?
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3
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80
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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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194
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November 21, 2024
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Roth distribution and IRMAA
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1
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95
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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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70
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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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RMD and Roth Recharacterization
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30
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289
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November 7, 2024
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Tax Rates for 2025
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4
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164
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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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144
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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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389
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October 25, 2024
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Room and Board During Co-Op semester -- 529 eligible?
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10
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202
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October 8, 2024
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Living Trust question
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8
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130
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October 5, 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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56
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September 24, 2024
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IRA withdrawals tax
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24
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378
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September 10, 2024
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Tax on Qualified Dividends
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5
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147
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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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186
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August 7, 2024
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Does inherited IRA impact Roth conversion?
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31
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350
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July 24, 2024
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Charitable Remainder Trust again
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23
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240
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July 22, 2024
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Taxation of Treasuries
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2
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116
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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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403
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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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279
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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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444
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July 2, 2024
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Cost basis of gifted property
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3
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224
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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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365
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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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221
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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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854
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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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345
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May 13, 2024
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529 Plan Roth Conversion
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1
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218
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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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298
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April 19, 2024
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