Tax Planning

1. 2019 Tax Planning Tables (click here)

2. Tax Time Tips and Reminders (click here)

3. How Can Tax Planning Affect the Way I Invest? (click here)

4. Qualified Opportunity Zones (click here)

5. Managing Capital Gain and Losses (click here)

6. Tax Strategies for Higher-Income Taxpayers (click here)

7. Medicare Taxes for Higher-Income Taxpayers (click here)

8. Pro-Rata Rule for After-Tax Money in an IRA (click here)

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