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Tax Planning Beyond April 15th: Strategies for Year-Round Tax Efficiency

By |2024-04-16T13:03:30-05:00April 16th, 2024|The Blog @JGUA|

Tax season might only come around once a year, but saving on taxes is a year-round endeavor. By considering tax saving strategies throughout the year, you can minimize your tax burden and keep more of your hard-earned money in your pocket. Stay Organized: Good recordkeeping is the foundation of effective tax planning. Keep track [...]

Want to reduce your Medicare premium? Your charitable contributions could be the answer.

By |2019-01-10T11:47:34-05:00December 19th, 2017|Charitable Giving, Investment Management, The Blog @JGUA|

Want to reduce your Medicare premium? Your charitable contributions could be the answer. Brandi Graham, CFP® What do Medicare premiums and charitable giving have in common? One may be able to save you money on the other… If you make gifts to charity and are required to take a required minimum distribution (RMD) from your [...]

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