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When tax planning is done earlier in the year, the impact is far greater. That’s because you’re not just saving taxes, you’re giving your money more time to work for you.

High-income earners and heavy 401(k) and IRA savers are giving thanks for current and lifetime tax savings. For all those who are approaching retirement,   timing and tax strategy can be the difference between preserving their wealth and watching it erode . We recently had a client case where we helped a 68-year-old North Carolina couple who were approaching their first required minimum distributions (RMDs) at age 73. Their challenge was A $540,000 tax bill. On paper, they ap

In this week’s Taxes Saved Reviews, I teach about The Seven Ways Retirees Accidently Pay Too Much in Taxes.