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Retirement Account Basics
I previously talked about the tax implications of investments, but that information specifically excluded retirement accounts. This is...
Nov 23, 20219 min read


What are the tax implications of my investments?
Every year I get a lot of questions about how investment accounts impact taxes. One thing to address right off the bat is that retirement...
Oct 27, 20217 min read

Anatomy of a Tax Return
Individual income tax returns have many moving parts, but they can be broken down into a few big categories. In this tax basics post we...
Aug 13, 20215 min read
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