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Tax Topics For Individuals

Maximize Social Security Benefits When You Retire

Posted on September 03, 2018

Get the most from Social Security. Younger retirees face a harsh penalty for working part-time. For every $2 earned over $17,040 in…

Choices for Your 401(k) at a Former Employer

Posted on August 31, 2018

One of the common threads of a mobile workforce is that many individuals who leave their jobs are faced with a decision about what…

Take a Page Out of History — and Collect a Valuable Tax Break

Posted on August 29, 2018

Whether you realize it or not, you may have the chance to "make history." If you renovate investment property that qualifies as an…

Should You Borrow from Your 401(k)?

Posted on August 29, 2018

The average credit card balance in June 2015 was $15,706, down from its peak of $18,600 in early 2009.¹ With the average credit…

And the Executor Is ...

Posted on August 27, 2018

In her will, American businesswoman Leona Helmsley left $12 million in a trust fund to her dog Trouble (who died four years after…

Avoid Pitfalls in a Commercial Lease

Posted on August 24, 2018

At some point, most companies encounter a need to consider a commercial lease -- even if they predominantly own their properties…

Cashing Out Your Retirement Investments

Posted on August 24, 2018

After retirement, you're likely to find your retirement savings include several different vehicles, which might include 401(k)…

Planning for Three Stages of Retirement

Posted on August 22, 2018

Several trends seem to indicate that larger amounts will be needed to fund retirement. Social Security and pension benefits are…

Challenging a Property Tax Assessment

Posted on August 20, 2018

One of the more significant expenses associated with home ownership is property taxes. Yet most homeowners pay their tax bill…

Your Children and Estate Planning

Posted on August 20, 2018

If you have a sizable estate that you'll be leaving to your adult children, then your children probably need an estate plan of…

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