You maybe know this already. But if your retirement plan combines income from IRAs and 401(k) accounts with Social Security benefits, you can probably … [Read More...] about Delay Social Security Benefits to Bump Safe Spending Rate
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How to Inherit a Million Dollars
By Steve
Over the last year, I helped several families administer a large-ish estate and disburse decent-sized inheritances. Which was fun and interesting … [Read More...] about How to Inherit a Million Dollars
Ignoring IRS 8995 Instructions to Double-deduct Self-employed Health Insurance
By Steve
If you’re reading this, you already know, right? … [Read More...] about Ignoring IRS 8995 Instructions to Double-deduct Self-employed Health Insurance
Twin Problems of Unprofitable Customers and Services
By Steve
I’ve been coaching some new CPA firm owners about … [Read More...] about Twin Problems of Unprofitable Customers and Services
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