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Tax

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Financial Planning

IRS Issues Guidance on State Tax Payments

The IRS has identified 21 states that made special payments to taxpayers in 2022. After a review of those special payments, the IRS has determined...

The Retirement Group Jul 29, 2024
Financial Planning

Best States to Retire in 2026

Regardless of age, profession, or current residence, many people share the ultimate goal of retiring comfortably. It's crucial to understand that...

The Retirement Group Jul 29, 2024
Financial Planning

Now Might Be a Good Time for a Roth Conversion

Fortune 500 employees might consider converting traditional IRA assets to Roth IRAs during the current bear market to capitalize on lower asset...

The Retirement Group Jul 29, 2024
Financial Planning

2026 Year-End Tax Tips

Here are some things to consider as you weigh potential tax moves between now and the end of the year.

The Retirement Group Jul 29, 2024