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Adjusted Gross Income (AGI) vs Modified Adjusted Gross Income (MAGI) – How to Calculate and When to Use AGI or MAGI
Adjusted Gross Income (AGI) vs Modified Adjusted Gross Income (MAGI) – How to Calculate and When to Use AGI or MAGI Adjusted Gross Income
Maximizing Tax Benefits: Qualified Charitable Distributions (QCD) from IRA to Charity
Maximizing Tax Benefits: Qualified Charitable Distributions (QCD) from IRA to Charity Retiring often brings a shift in priorities. Financial security, once paramount, may give way
Comparing Federal Employee Group Life Insurance (FEGLI Option B) with Term Life Insurance: Which is Right for You?
Comparing Federal Employee Group Life Insurance (FEGLI Option B) with Term Life Insurance: Which is Right for You? As a federal employee, you can access
Mastering Your Finances: A Guide to the 20 Essential Financial Accounts for Informed Money Management
Mastering Your Finances: A Guide to the 20 Essential Financial Accounts for Informed Money Management Navigating the world of financial accounts can be overwhelming,
The Impending Social Security Shortfall by 2035
The Impending Shortage: What You Need to Know About Social Security’s Shortfall by 2035 Administered by the Social Security Administration, Social Security has become a
2024 Annual Limits Updated – TSP, 401(k), IRA, and More
2024 Annual Limits Relating to Financial Planning Below are the new annual limit changes for 2024. Please contact us here and we can provide the PDF
