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Losing a loved one is an emotional and challenging time, often accompanied by the daunting task of managing their affairs. This checklist is designed to...

If you’re a high-income earner, the IRS may try to prevent you from using a cornerstone retirement vehicle: the Roth IRA.  Luckily, there are at...

A tax-free retirement account (TFRA) can help you reliably reach your financial goals by providing you with tax-advantaged investment gains and retirement income. These accounts...

Wills have been the cornerstone of estate planning for centuries as the primary vehicle for dictating how assets are distributed after death. However, while wills...

Tithing can be tax deductible if your place of worship is registered as a charitable organization, which most churches are. However, there’s much more to...

The sunny, prosperous, and spacious state of Arizona attracts new residents from all walks of life, including snowbirds craving winter warmth, families searching for a...

Being generous with your wealth in your golden years is beneficial in a number of ways. However, if you plan on donating gifts to your...

Are you running behind on filing your taxes and wondering if you should submit an extension? You’re not alone—and the good news is, there’s a...

In Arizona, the current capital gains tax rate is 2.5%. This article will explore the capital gains tax in Arizona, discuss hypothetical investment scenarios, and...

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