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Retirement Planning

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A block illustration of a small business storefront with a piggy bank filled with retirement savings.

Business Tax, Employee Benefits, Retirement PlanningOctober 30, 2024

401(k) Plans for Small Businesses: Benefits, Drawbacks, and Considerations

A block illustration of a person in a maze with "1040" and "1040-SR" signs, representing tax form choices.

Individual Tax, Individual Tax Preparation, Retirement Planning, Tax TipsOctober 9, 2023

Understanding Your Tax Form Options: Form 1040 and 1040-SR

Scales balancing income and Additional Medicare Tax.

Financial Planning, Individual Tax, Individual Tax Preparation, Retirement PlanningSeptember 26, 2023

Navigating the Additional Medicare Tax: A Comprehensive Guide for High Earners

A golden egg cracking open to reveal cash, with "20%" etched on the shell.

Retirement Planning, Tax PlanningAugust 1, 2023

Navigating Your Lump Sum Pension Payout: A Tax-Wise Guide