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    Taxes

    Blue HavenEducationRetirement planningTaxes

    The tax loss harvesting difference: the value of losses

    By Kevin Kleinman | Blue Haven, Education, Retirement planning, Taxes | No Comments
    Blue HavenTaxes

    5 tax loss harvesting ideas before year-end

    By Kevin Kleinman | Blue Haven, Taxes | No Comments
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    Blue HavenTaxes

    Accessing Liquidity Without Generating Capital Gains – Pledged Asset Accounts

    By Donald Cummings | Blue Haven, Taxes | No Comments
    BondsTaxes

    Tax Equivalent Yield in Municipal Bonds

    By Donald Cummings | Bonds, Taxes | No Comments
    Blue HavenRetirement planningTaxes

    Small business retirement plans: SEP IRA vs solo 401K

    By Donald Cummings | Blue Haven, Retirement planning, Taxes | No Comments
    Blue HavenTaxes

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

    By Donald Cummings | Blue Haven, Taxes | No Comments
    Blue HavenTaxes

    HSA (Health Savings Accounts) Tax Advantages

    By Donald Cummings | Blue Haven, Taxes | No Comments
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    Blue HavenTaxes

    IRA Beneficiary Mistakes People Make

    By Donald Cummings | Blue Haven, Taxes | No Comments
    Blue HavenBondsTaxes

    Federally tax exempt US Treasury bonds: pre-refunded municipal bonds

    By Donald Cummings | Blue Haven, Bonds, Taxes | No Comments

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