Newsletter

timely information

The month of November is known for eating turkey and taking time for year end tax planning. Our Newsletter this month provides a number of valuable strategies to review.

November 2021

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The big advantage of 529 plans is that qualified withdrawals are always federal-income-tax-free—and usually state-income-tax-free too. What you may not know is that not all 529 withdrawals are tax-free qualified withdrawals, even in years when you have heavy college costs. This months newsletter provides a number of important points about these savings accounts. ‍

October 2021

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August 2021

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July 2021

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June 2021

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May 2021

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April 2021

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March 2021

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February 2021

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January 2021

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