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Season 2 Episode 36: The urgent need for tax planning right now

Everyday Wealth

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Navigating Tax Planning Amidst Uncertainty

This chapter delves into the challenges posed by upcoming elections and potential extensions of tax provisions from the Tax Cuts and Jobs Act, followed by a detailed exploration of tax optimization strategies offered by Edelman Financial Engines. Examples of optimizing tax brackets, analyzing IRA distributions, and handling stock options are shared, emphasizing the importance of detailed tax information for effective planning.

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