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    Taxes

    Blue HavenRetirement planningTaxes

    Why Roth Conversions Make More Sense When the Market Is Down

    By Kevin Kleinman | Blue Haven, Retirement planning, Taxes
    Blue HavenRetirement planningTaxes

    Taking advantage of a downturn

    By Kevin Kleinman | Blue Haven, Retirement planning, Taxes
    Blue HavenTaxes

    Final Tax Tips Before the Filing Deadline

    By Kevin Kleinman | Blue Haven, Taxes
    Retirement planningTaxes

    Tax Filing Requirements for Non-Deductible IRA Contributions

    By Kevin Kleinman | Retirement planning, Taxes
    Blue HavenEducationRetirement planningTaxes

    The tax loss harvesting difference: the value of losses

    By Kevin Kleinman | Blue Haven, Education, Retirement planning, Taxes
    Blue HavenTaxes

    5 tax loss harvesting ideas before year-end

    By Kevin Kleinman | Blue Haven, Taxes
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    Blue HavenTaxes

    Accessing Liquidity Without Generating Capital Gains – Pledged Asset Accounts

    By Donald Cummings | Blue Haven, Taxes
    BondsTaxes

    Tax Equivalent Yield in Municipal Bonds

    By Donald Cummings | Bonds, Taxes
    Blue HavenRetirement planningTaxes

    Small business retirement plans: SEP IRA vs solo 401K

    By Donald Cummings | Blue Haven, Retirement planning, Taxes
    Blue HavenTaxes

    No RMD This Year? How About a Partial Roth Conversion?

    By Donald Cummings | Blue Haven, Taxes
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    © 2025 Blue Haven Capital. All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses.

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