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Tax & FinPlan
Dr. Lo Tenens Retirement Dilemma: Supercharging Savings with Defined Benefit Plans
Discover how high-income physicians like Dr. Lo Tenens can supercharge retirement savings and slash taxes by combining a Solo 401(k) with a defined benefit plan.
Student Loan
Should You Make a Lump Sum Payment Before Switching to IBR?
Learn how a $60k prepayment before IBR locks in a lower cap and saves high-income borrowers over $54k.
Tax & FinPlan
Tax Basics: From Gross Income to Tax Liability (and Why Refunds Aren't Everything)
Understanding income tax basics helps avoid myths and enables proactive tax planning to reduce financial stress.
Tax & FinPlan
Why Estate Planning Should Be on Your Radar: A Guide to Wills, Trusts, and Professional Estate Planning Services
Discover how estate planning protects your loved ones, ensures your wishes are honored, and helps you avoid legal complications.
Student Loan
Update on the Saving on a Valuable Education (SAVE) Plan: What Borrowers Need to Know
Discover the latest on the SAVE Plan: A court pause means no payments or interest, but time won’t count toward forgiveness. Explore other IDR plans or PSLF options for credit.
Tax & FinPlan
Understanding Estimated Quarterly Tax Payments: Are They Necessary for You?
Discover how estimated quarterly tax payments help cover taxes on income without withholding, ensuring both 1099 and W-2 workers avoid penalties.
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