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How to Choose Beneficiaries with Taxes in Mind

How to Choose Beneficiaries with Taxes in Mind

15.0 MIN READ

Unlike most...

December 06, 2022/by XYPN Financial Experts
Capital Gains vs. Ordinary Income – The Differences + 3 Tax Planning Strategies

Capital Gains vs. Ordinary Income – The Differences + 3 Tax Planning Strategies

17.0 MIN READ

Capital...

November 08, 2022/by XYPN Financial Experts
5 Great Ways to Reduce Your Tax Bill

5 Great Ways to Reduce Your Tax Bill

4.5 MIN READ

The current taxpayer...

July 05, 2022/by XYPN Financial Experts
Good Financial Reads: Retirement Tax Considerations

Good Financial Reads: Retirement Tax Considerations

5 Tax-Savvy Retirement Withdrawal...

August 27, 2021/by XYPN Financial Experts
Retirement Tax Planning - 6 Things You Must Know

Retirement Tax Planning - 6 Things You Must Know

15 MIN READ

Tax planning strategies...
May 18, 2021/by XYPN Financial Experts
Good Financial Reads: Your Tax Planning Guide (Part Three)

Good Financial Reads: Your Tax Planning Guide (Part Three)

Retirement Roth Conversions Part 2...

April 09, 2021/by XYPN Financial Experts
Good Financial Reads: Your Tax Planning Guide (Part Two)

Good Financial Reads: Your Tax Planning Guide (Part Two)

Taxes On CARES Act IRA Withdrawals:...

April 02, 2021/by XYPN Financial Experts
Good Financial Reads: Your Tax Planning Guide (Part One)

Good Financial Reads: Your Tax Planning Guide (Part One)

How to Use Qualified Charitable...

March 26, 2021/by XYPN Financial Experts
Good Financial Reads: Tax Planning for Immigrants

Good Financial Reads: Tax Planning for Immigrants

How To File US Taxes for H1B Visa...

December 04, 2020/by XYPN Financial Experts
Income Taxes: 6 Ways to Benefit From Thinking Ahead

Income Taxes: 6 Ways to Benefit From Thinking Ahead

5.5 MIN READ

...

December 01, 2020/by XYPN Financial Experts
Good Financial Reads: Tax Planning for Beginners (Part Two)

Good Financial Reads: Tax Planning for Beginners (Part Two)

2020 Year-End Tax Planning

by Michael...

November 27, 2020/by XYPN Financial Experts
Good Financial Reads: Tax Planning for Beginners

Good Financial Reads: Tax Planning for Beginners

Personal Tax Planning for 2020 and...

November 20, 2020/by XYPN Financial Experts
5 Roth Moves: 2 Warnings & 1 Opportunity

5 Roth Moves: 2 Warnings & 1 Opportunity

6.5 MIN READ

...

August 04, 2020/by XYPN Financial Experts
Good Financial Reads: Tax Talk

Good Financial Reads: Tax Talk

Don’t Let the ‘Tax Tail’ Wag the...

March 15, 2019/by XYPN Financial Experts
Good Financial Reads: Tax Strategy

Good Financial Reads: Tax Strategy

Talking Taxes — What Can You Still do...

November 30, 2018/by XYPN Financial Experts
Tax Harvesting 101

Tax Harvesting 101

15 MIN READ

It's the Tax Loss Harvest...

November 27, 2018/by Guest Contributor

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