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Tax & FinPlan
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Tax & FinPlan
Unlocking Tax Advantages: HSAs vs. 401(k)s β What You Need to Know
Explore the key differences between HSAs and 401(k)s and how smartly layering both can support healthcare and retirement goals.
Tax & FinPlan
Understanding Income in Respect of a Decedent (IRD): The Double-Tax Trap Lurking in Your Estate Plan
IRD is hidden post-death income that can hit heirs with double taxesβlearn smart strategies to protect your legacy.
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.
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