Private Sector Information
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The Alternative Minimum Tax (AMT) Explained and How to Avoid It
Understanding the Alternative Minimum Tax: What You Need to Know The Alternative Minimum Tax (AMT) stands as a crucial component of the United States tax
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What Happens When You Retire or Quit with a TSP or 401k Loan Balance?
Exiting Your Job with an Unpaid TSP or 401k Loan: What’s Next? Leaving a job often brings about a whirlwind of professional and financial changes.
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Social Security Earnings Incorrect? No Adjustments After 3 Years Have Passed
How to Report and Correct Earnings Record: Section 515 and SSA Handbook Guidance The Social Security earnings record is a fundamental element that contributes to
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Income Tax Rates Increasing 4% for the Middle Class – Future Tax Changes Coming!
Navigating the 2025 Tax Landscape: Changes on the Horizon for Taxpayers As we edge closer to 2025, the anticipation among taxpayers regarding the looming changes
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Rolling Over an Old Work Retirement Plan? Here’s What You Need to Know
(1) Qualified plans include, for example, profit-sharing, 401(k), money purchase, and defined benefit plans. (2) Only one rollover in any 12-month period. (3) Must include
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How Much Should You Be Saving for Retirement?
Calculate How Much You Need to Save for Retirement Planning and saving for retirement is an essential part of personal finance. It’s never too early
ROTH CONVERSIONS: 2023 IS A GREAT OPPORTUNITY
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