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Category: TAXES

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When Should I Claim Social Security?

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California Proposition 19: Estate Planning and Tax Assessments

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The Three Tax Buckets for Investors

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Personal Finance Series: Tax Basics

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The SECURE Act of 2019: Significant Changes That May Impact...

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2020 Tax Brackets and How Much You Can Save for...

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SECURE Act and IRA Examples

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Four Things You Need to Know About Filing Estimated Taxes

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Widow’s Penalty Pitfall

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Maximizing Your Health (Savings Account)

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Your Odds of Being Audited by the IRS

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Tax Efficient Strategies for Your 2018 Charitable Giving

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