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Retirement Planning

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A block illustration of a person strategically placing puzzle pieces labeled "401(k)," "IRA," and "HSA" into slots for tax savings and retirement growth.

Retirement Planning, Tax PlanningDecember 2, 2024

Can You Really Reduce Your AGI to $0 with Tax-Deferred Contributions?

An advertising illustration of a cheerful retiree holding a "Roth IRA" gold coin, emphasizing the financial security and happiness associated with this retirement plan.

Individual Tax, Retirement Planning, Tax PlanningDecember 1, 2024

Roth IRA Pros and Cons: Is It the Right Choice for Your Retirement Tax year 2024-2025?

Line art calendar showing December 31st deadline with business icons

Individual Tax, Retirement Planning, Tax PlanningNovember 27, 2024

Solo 401(k) Contribution Deadlines, Limits, and Strategies 2024-2025

An advertising illustration of a person in deep conversation with a financial advisor, highlighting the importance of seeking professional guidance for 401(k) withdrawals.

Financial Planning, Individual Tax, Retirement PlanningNovember 18, 2024

Early 401(k) Withdrawals: Penalties and Exceptions

Block illustration of a house with vibrant colors, representing different aspects of aging in place, such as "Home Modifications," "Care Planning," and "Financial Planning."

Estate Planning, Real Estate Tax, Retirement Planning, Tax PlanningNovember 18, 2024

Aging in Place: Tax Benefits for Seniors & Financial Planning

Block illustration of a piggy bank with a graduation cap, diploma, and "529 Plan" label, representing saving for education.

Personal Finance, Retirement Planning, Tax PlanningNovember 17, 2024

529 Plans: A Smart Investment in Your Future? (Tax Year 2024)