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Can I access Roth contributions without paying taxes or a penalty?
While tax-deferred retirement plans penalize early withdrawals, Roth IRAs allow penalty-free access to contributions before age 59.5, ...
Jan 42 min read


Should I keep track of my itemized deductions?
While itemizing personal tax deductions can benefit those with substantial mortgage interest, medical expenses, or charitable ...
Oct 21, 20243 min read


Do I need to file a Beneficial Ownership Information report?
Starting this year, most small business entities must file a Beneficial Ownership Information (BOI) report with FINCEN, identifying ...
Sep 19, 20242 min read


When I retire, is my Social Security taxable?
Whether your Social Security benefits are taxable depends on your combined income, with up to 85% of benefits potentially subject to ...
Aug 15, 20242 min read
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