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The Big Data Blog
Jul 19, 20232 min read
When Should You Start Social Security Benefits
Before deciding to collect Social Security benefits, consider these tips to help you make an informed decision. TIMING MATTERS If you...
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Jun 15, 20232 min read
Roll Over Excess 529 Funds to a Roth IRA
Starting in 2024, 529 educational savings plans will become even more attractive with enhanced tax benefits. If your student receives...
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Mar 7, 20231 min read
Tax Return Extensions
You are entitled to a six-month extension if you need more time to file your tax return by the April 18 deadline, but you must let the...
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Mar 7, 20232 min read
Generation-Skipping Transfer Tax Basics
The generation-skipping transfer tax (GSTT) is another transfer tax akin to the gift and estate tax. WHAT IS THE GSTT The GSTT applies to...
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Mar 7, 20232 min read
2023 Tax Updates
Note these 2023 tax updates for both businesses and individuals. PAYROLL TAXES For 2023, the limit on wages subject to Social Security...
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