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If you are confident that you have excess capital beyond your retirement and life-spending needs, you may use a Roth IRA for estate planning.
It’s that time, again. Time to take stock of your overall situation and implement a few tax saving strategies before the end of the year.
Health savings accounts are triple tax-advantaged. These accounts have become increasingly popular, as they allow employees access to a tax-deferred means of saving money to pay for medical costs now and in retirement.
Generally, for mortgages obtained after December 15, 2017, you can deduct all of the interest you pay on a home mortgage, up to $750,000, as…
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