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<a href="https://investmentwithinsight.com/active-tax-vs-passive-tax-strategies/" data-internallinksmanager029f6b8e52c="26" title="Passive Tax vs Active Tax Strategy">Tax</a> Preparation Checklist

Personal Information

Dependent(s) Information

Sources of Income

  • Employed:
  • Unemployed:
  • Self-Employed:

Types of Deductions

Check the FEMA website to see if your county has been declared a federal disaster area.

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Account Types: Traditional IRA

A “Catch All” Retirement Plan Annual Contribution Max: $6,000 or $7,000 if over 50 years old.  Why we like Traditional IRA’s: Available to anyone Wide variety of investment choices Total control over the amount of control you want Ability to get Fiduciary level investment advice Easy to set up and

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Articles
Kevin Taylor

Using a 1031 Exchange as part of a divorce

During the course of real estate ownership, there are instances where the transfer of property title occurs involuntarily. One such situation is when a couple goes through a divorce, which often leads to the sale of the property to a third party or the transfer of the property from one

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