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Tax Planning Guide for the 2018 Tax Year



This is the right time for protecting what you have! In uncertain times, proactive tax planning can help you preserve your financial well-being.

Taking Distributions From Your Traditional IRA

Prudently planning how to take money out of your traditional IRA can mean more money for you and your heirs. Here are three areas to understand in order to maximize your retirement savings.

The Tax Implications of Being a Winner

If you’re fortunate enough to hit a sizable jackpot in the lottery or while gambling, there are tax implications. Here’s a rundown of the basics.

The “Kiddie Tax” Hurts Families More Than Ever

If your child or grandchild has unearned income from dividends, interest and capital gains, beware of the “kiddie tax.” Your family may be hit even harder by the tax under current law.