A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

 

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What's My 2023 Tax Bracket?

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Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

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Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.