The steps and strategies you take in the fourth quarter of tax season will often make or break financial outcomes for the year. We’ve detailed some very important exercises you should be prepared to execute during “crunch time” and finish strong.
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Know the Tax Effects of Investing in Mutual Funds
Buying and selling mutual funds can be an efficient strategy for diversifying investments and continuing to build personal wealth with relatively minimal risk. But understanding how and why mutual funds are taxed can be complicated.
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Taxes and Marriage: The Second Time Around
Wedding bells bring rejoicing – and financial changes. If you’re marrying for the second time, the changes might seem overwhelming. On the surface, tax and financial planning for a second marriage is similar to that of a first marriage, but there’s more to taxes and marriage the second time around.
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