Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.