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$500,000 Roth IRA Contribution - HEART Act - 08/01/17

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Tax Diversification 2017 - 06/01/17

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Year End Tax and Financial Planning for 2016 - 12/01/16

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Low Tax Bracket? Consider Harvesting Gains - Morningstar - 11/15/16

Low Tax Bracket? Consider Harvesting Gains Some investors…

Middle Class Tax Break: Tax-Free Capital Gains - Kiplinger's Personal Finance - 01/11/16

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Year End Tax and Financial Planning for 2015 - 12/01/15

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Employee Stock Options - Use Them or Lose Them - 08/04/15

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401(k) - The Powerful Small, Middle and Large Sized Business Retirement Plan - 07/01/15

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SEP IRA - The Powerful Small Business Retirement Plan - 05/05/15

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