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Tax

What’s In Your Toolbox? (Part 4)

What's in your Toolbox?

Stephen Smalenberger, EA Over the last several blog entries, we have reviewed the details within the various types of accounts and learned how and when they are taxed. To finish this series, let’s look at the final grouping:   Taxable Tax-Deferred Tax-Free The Roth IRA was named after William Roth, a senator from the state…

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What’s In Your Toolbox? (Part 3)

What's in your Toolbox?

Stephen Smalenberger, EA In the last blog entry What’s In Your Toolbox? (Part 2), we learned about the various types of taxable accounts and how the investment growth is taxed when earned.   Let’s turn our attention, today, to the next group of accounts in order to better understand the value these bring to our…

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What’s In Your Toolbox? (Part 2)

What's in your Toolbox?

Written By: Steve Smalenberger, EA The last post in this series entitled “What’s In Your Toolbox,” we looked at the various types of accounts and grouped them into three general categories: Taxable Tax-Deferred Tax-Free Today, let’s focus on the taxable accounts in order to better understand their characteristics and how they can be a great…

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What’s In Your Toolbox?

What's in your Toolbox?

Written By: Stephen Smalenberger, EA When people think about their portfolio, they often immediately remember the underlying investment holdings like stocks, bonds, mutual funds, ETFs, etc.  What about you?  What comes to mind when the word “portfolio” is mentioned? Often times what they don’t think about are the types of accounts that make up their entire…

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Can I Change My Tax Outcome After Year-End?

Written by: Stephen Smalenberger, EA It’s that time of year again that is affectionately referred to as “Tax Season.” Whether you are scheduling a time with your CPA or firing up a tax software on your computer, you may be wondering what results you’ll find when the return is complete.  Will you have a refund…

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