Tag: investing questions

Use 401k or Alternative, Lump Sum or Stretch Out, Deductions for Charitable Gifts – Tax Mailbag Episode

We’re back for our third and final week of answering listener questions about year-end tax planning. These episodes are a unique opportunity for you to gain insights from real-world scenarios and inquiries shared by our listeners. In this installment, we’re delving into the crucial concept of tax diversification, exploring methods to optimize your tax deductions for charitable contributions, and more.

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