BLS Insights

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Month: October 2017

Post-Mortem Planning When Filing a Decedent’s Final Income Tax Return

October 24, 2017

There are several tax elections and planning opportunities that I find are frequently overlooked by executors and tax return preparers when filing a decedent’s final income tax return

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Avoiding The 10% Early Distribution Penalty on IRA Withdrawals

October 12, 2017

Stashing away the maximum amount into your IRA each year is retirement planning rule 101.

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