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Long Term Care Tax Deduction Rising – My Take on Planning for Tax Benefits with LTC

Interestingly, due to changing rules on taxes, it is all …
IRA Rollover vs IRA Transfer – Don’t Make This Mistake

***Update notes before reading: IRA Rollover Important update: news from …
A Prohibited Transaction Blows Up Another IRA

Another IRA prohibited transaction by a taxpayer blows up yet another …
Millionaires Suffering from “Investor Fatigue” – You Also?

In a recent article, Financial Advisor magazine discusses a wide-based …
IRS Rules Partial IRA Transfer Blows Up a 72t Plan

A partial IRA transfer currently using Rule 72(t) led to …