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ARTICLES / INVESTING / RESEARCH / TRAINING / PREMIUM GUIDES
RESOURCES FOR INFORMED PLANNERS
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Research
Training
Premium Guides
2025 · CAN I DEDUCT MY TRADITIONAL IRA CONTRIBUTION?
Premium Guides
Jun 15
2025 · CAN I DO A SECTION 1031 EXCHANGE WITH MY RENTAL PROPERTY?
Premium Guides
Jun 15
Is Your Asset Allocation Too Aggressive?
Investing
Jun 12
How Asset Location Can Help Save on Taxes
Investing
Jun 11
Best Practices for Tax-Efficient Portfolio Management
Investing
Jun 11
Asset Location For Stocks In A Brokerage Account Versus IRA Depends On Time Horizon
Investing
Jun 11
Why High Equity Valuations And Low Bond Yields Won’t (Necessarily) Break The 4% Rule
Research
Jun 10
Strategies For Maximizing (Or Minimizing!) Rule 72(t) Early Distribution Payments Using IRS Notice 2022-6
Research
Jun 10
When Roth Conversions Go ‘On Sale’: Discounted Roth Conversions During A Bear Market Decline
Research
Jun 10
How “Probability Of Success” Differs Between One-Time And Ongoing Financial Plans
Research
Jun 10
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