Setting Up a 529 Plan: What You Need to Know

Taxes and More

There is still time to make prudent tax decisions before April 15th. Below is a list of tax considerations that you can easily take advantage of.

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Tax Considerations Before Year End

Here are a few key considerations you may need to review to optimize your financial situation. If these action items are applicable to your unique situation, acting upon them will result in an unquestioned objective win. Many tax strategies only need to be acted upon before the April tax filing deadline of next year, but here are several important considerations that require attention before the New Year’s Eve revelry.

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