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For Your Retirement

Jan 27, 2022

Learn about some strategies still available to affect your 2021 tax return even though it is 2022, like IRA, HSA and self-employed retirement plan contributions.


Jan 12, 2022

A lot of decisions about financial planning can be changed later, and given the nature of an uncertain future almost certainly will be adjusted.  But there are some decisions that can't be undone, like missing Medicare enrollment, annuities and Roth conversions.

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