by Randy Luebke | May 23, 2022 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning The Smart Tax Planning Newsletter May 2022 Every month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below. In This Month’s Newsletter We Review: Donor-Advised Funds: A Tax...
by Randy Luebke | May 10, 2022 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Tax-Smart Strategies to Pay for College A special report by the Bradford Tax Institute In this newsletter we review: How Are 529 College Savings Account Withdrawals Taxed? Child’s College: Use a 529 Plan or Tap Your Roth IRA? Tax-Smart College...
by Randy Luebke | Apr 30, 2022 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning The Smart Tax Planning Newsletter April 2022 Every month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below. In This Month’s Newsletter We Review: Health Savings Accounts:...
by Randy Luebke | Mar 28, 2022 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning The Smart Tax Planning Newsletter March 2022 Every month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below. In This Month’s Newsletter We Review: New Hope for Restoring and...
by Randy Luebke | Mar 18, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Essential Tax Tips for IRAs Denise Appleby, APA, CISP, CRC, CRPS, CRSP Woe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to make, distributions to take, and penalties to avoid. While...
by Randy Luebke | Mar 16, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning How College 529 Savings Account Withdrawals Are Taxed & Why You May NOT Want to Use a 529 Plan Altogether Section 529 college savings plans have been around long enough that withdrawals are now commonplace. You may be ready to take one. The big...
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