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Personal Financial Records Document

Suggested by: Andrew (02 Apr) Upvoted: 02 Apr Comments: 0
Under consideration

Will I be subject to 3.8% Medicare Tax?

Suggested by: Eric Blake (23 Mar) Upvoted: 23 Mar Comments: 0
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When are clients required to file an annual gift tax return?

Suggested by: Trudy (20 Mar) Upvoted: 20 Mar Comments: 0
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taxation on selling a home

Suggested by: Stephanie Vokral (28 Feb) Upvoted: 28 Feb Comments: 0
Under consideration

Interaction between 529's and Education Credits

Suggested by: Richard L Bergen, CPA, CFP (tm) PFS (28 Feb) Upvoted: 28 Feb Comments: 0
Under consideration

Important Numbers 2018

Suggested by: Raven Pyle-McCrackyn (26 Feb) Upvoted: 26 Feb Comments: 0
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Restricted Stock Units (RSU)

Suggested by: Rodney (19 Feb) Upvoted: 19 Feb Comments: 0
Under consideration

Does the Roth 5-year rule apply to me?

Suggested by: Dan Suiter (18 Feb) Upvoted: 18 Feb Comments: 0
Under consideration

TOD and Designated Bene Guide

Suggested by: Donald Boyd (04 Feb) Upvoted: 04 Feb Comments: 0
Under consideration

Who is a dependant for tax purposes

Suggested by: DeDe Jones (01 Feb) Upvoted: 01 Feb Comments: 0
Under consideration

In-Service Withdrawals from Qualified Plan

Suggested by: Adam Jaroch (17 Jan) Upvoted: 17 Jan Comments: 0
Under consideration

I have a day job and a side gig. How do i max out my retirement contributions?

Suggested by: Tanner (11 Jan) Upvoted: 11 Jan Comments: 0
Under consideration

Can I claim a tuition and fees tax deduction?

Suggested by: Russ Ford (07 Dec, '18) Upvoted: 07 Dec, '18 Comments: 0
Under consideration

Can I claim a Lifetime Learning Tax Credit?

Suggested by: Russ Ford (07 Dec, '18) Upvoted: 07 Dec, '18 Comments: 0
Under consideration

Can I claim an American Opportunity Tax Credit?

Suggested by: Russ Ford (07 Dec, '18) Upvoted: 07 Dec, '18 Comments: 0
Under consideration

How much is Social Security going to be taxed

Suggested by: Richard K Oring (30 Nov, '18) Upvoted: 30 Nov, '18 Comments: 0
Under consideration

Qualified Contribution Distribution (QCD)

Suggested by: Richard K Oring (30 Nov, '18) Upvoted: 30 Nov, '18 Comments: 0
Under consideration

Deciding whether to take a lump sum or to annuitize an employer pension

Suggested by: Mike (28 Nov, '18) Upvoted: 28 Nov, '18 Comments: 0
Under consideration

Deductions, carryovers for cash, property, etc of qualifying charitable donations

Suggested by: Elena P McCoy (17 Oct, '18) Upvoted: 17 Oct, '18 Comments: 0
Under consideration

Should I have a larger emergency fund?

Suggested by: timothy r guthrie (12 Oct, '18) Upvoted: 12 Oct, '18 Comments: 0
Under consideration

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