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  1. UPDATE: Thinking of downsizing in retirement? Consider these questions

    UPDATE: Thinking of downsizing in retirement? Consider these questions

  2. UPDATE: 5 tax resolutions for 2017

    UPDATE: 5 tax resolutions for 2017

  3. UPDATE: Here's how to save money for your children's futures

    UPDATE: Here's how to save money for your children's futures

  4. UPDATE: How to invest in alternative assets -- like real estate -- in your IRA

    UPDATE: How to invest in alternative assets -- like real estate -- in your IRA

  5. UPDATE: How to invest in alternative assets -- like real estate -- in your IRA

    UPDATE: How to invest in alternative assets -- like real estate -- in your IRA

  6. Still time to make IRA contributions for 2016

    A 2016 IRA contribution can also be recharacterized in 2017, meaning changed from a traditional IRA to a Roth IRA , or vice versa.

  7. Tax Planning Is a Year-Round Effort

    With today’s technology, there’s no excuse for waiting until year-end.

  8. UPDATE: These key tax breaks will be expiring at the end of 2016

    UPDATE: These key tax breaks will be expiring at the end of 2016

  9. UPDATE: These key tax breaks will be expiring at the end of 2016

    UPDATE: These key tax breaks will be expiring at the end of 2016

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