Traditional IRA
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Don’t miss your opportunity to make a 2025 IRA contribution — whether you can deduct it or not
Generally, each year you can contribute up to the annual limit to a traditional or Roth IRA (or a combination of the two). But once…
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April 15 is the deadline for more than just your income tax return
You know your 2025 federal income tax return is due April 15, 2026. But do you know what else has an April 15 deadline? If you don’t,…
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How the new Trump Accounts for children will work
A new tax-advantaged way to help children build up savings for the future was created by the One Big Beautiful Bill Act (OBBBA): Trump Accounts…
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A new year means new tax figures for individuals
Many tax figures are annually adjusted for inflation and typically increase each year (or at least every few years). For 2026, some additional changes are…
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Checking off RMDs on the year-end to-do list
You likely have a lot of things to do between now and the end of the year, such as holiday shopping, donating to your favorite…
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There’s still time to save 2025 taxes
Just because it’s December doesn’t mean it’s too late to reduce your 2025 tax liability. Consider implementing one or more of these year-end tax-saving ideas…
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