This month read about how rates have changed over the last 20 years, IRA RMDs, year-end 2023 tax tips, and enriching a teen with a Roth IRA.
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Categories: newsletters
The CPA Financial Planner Newsletter | October 2023
This month we look at some hot topics: uneven jobs recovery, new Medicare rules, pairing high-deductible health plans with a heath savings account, and receiving an inheritance.
Read moreThe CPA Financial Planner Newsletter | September 2023
This month learn about Roth 401(k)s, sound retirement plans, REITs, and clean vehicle tax credits.
Read moreThe CPA Financial Planner Newsletter | August 2023
This month read about retirement healthcare costs, money values, new 529 plan rollover options, and international travel tips.
Read moreThe CPA Financial Planner Newsletter | July 2023
This month we look at some hot topics: inflation, midyear money checkup, SECURE 2.0, and home energy tax credits.
Read moreThe CPA Financial Planner Newsletter | June 2023
This month learn about IRS audit rates, retirement account early withdrawal exceptions, college-related federal tax benefits, and helping your aging parents protect their finances.
Read moreThe CPA Financial Planner Newsletter | May 2023
This month read about reasons to rollover your retirement plan, how taxes impact your retirement-income strategy, tax-advantaged municipal bonds, and mortgage recasting.
Read moreThe CPA Financial Planner Newsletter | April 2023
This month we look at some hot topics: IRS income data, college-related tax benefits, social security benefits, and IRS related scams.
Read moreThe CPA Financial Planner Newsletter | March 2023
This month learn about shrinkflation, key retirement and tax numbers for 2023, tax-loss harvesting, and catch up on retirement savings.
Read moreThe CPA Financial Planner Newsletter | January 2023
This month read about the top inflation drivers of 2022, tax benefits of donor advised funds, stretch IRA alternatives, and ways to help simplify your finances.
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