Tax Planning
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Harvest investment losses to offset realized gains04/27/2025
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Plan for required minimum distributions in retirement04/25/2025
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Use tax-advantaged accounts for education savings04/22/2025
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Bundle charitable donations for greater deduction impact04/19/2025
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Track capital gains and losses for end-of-year optimization04/15/2025
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Use retirement contributions to reduce taxable income04/12/2025
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