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How To Avoid Quarterly Tax Payments Thumbnail

How To Avoid Quarterly Tax Payments

Paying taxes is part of life, but did you know that when you choose to pay them might make a difference in your tax bill, and in your quality of life? Consider these must-know facts about your taxes, especially if you owe "quarterlies" or estimated "voucher payments."

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What to Know - Medicare Premium "IRMAA" Thumbnail

What to Know - Medicare Premium "IRMAA"

Were you surprised to receive a Medicare IRMAA letter from the Social Security Administration? Beware that certain income levels can increase your Medicare premium by up to 286% - an increase called "IRMAA". And yet, some people might still pursue this increase. If you're among the 4% to 5% of all Part B beneficiaries who received an "IRMAA" letter, here's what you need to know.

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Opportunity Calls: Fill Up The Valley Thumbnail

Opportunity Calls: Fill Up The Valley

Tax savings can be significant by targeting the “Valley of Opportunity” that appears during lower-income tax years. Life tends to present these valleys as predictable opportunities, occurring at certain times and even at specific ages. Make sure you’re prepared to act by “filling up the valley” to avoid leaving your future self, or your beneficiaries, with higher effective tax rates.

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Gold, Silver, & Bronze: Olympic Medals of Tax Planning Thumbnail

Gold, Silver, & Bronze: Olympic Medals of Tax Planning

How much of your recent efforts to file this year's taxes went towards confirming last year's actions? Over the years, all that backward-looking tax reporting adds up. You can bet that the IRS is keeping track. So, if you want to come out ahead on taxes next year (and in the years to follow), make sure you're being just as forward-looking about your money as the IRS is. Here's how.

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Are You Getting Killed On Taxes? Myths & Tips Thumbnail

Are You Getting Killed On Taxes? Myths & Tips

A tax-focused understanding of your finances is a crucial component of preserving and growing wealth. With tax rates set to rise in 2026, a tax-focused financial strategy is now even more crucial, regardless of your age or income-level. Here are a few tips to get around the myths we see tripping up high-earners and good savers.

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Roth Conversions: What You Need to Know Thumbnail

Roth Conversions: What You Need to Know

While you may have chosen to save using a traditional retirement account, you have the option to switch to a tax-free retirement account at any time. This switch is called a Roth conversion. Who should consider a switch, and who should stay away? We've got your biggest questions answered.

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