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Personal finance and savings tax tips

How do your financial moves affect your tax status?

Major life changes

Roth IRA: A Tax-Efficient Retirement Savings Account

Looking for a tax-smart way to save for retirement? Then it’s time to learn the benefits of a Roth IRA, where your money can grow tax free. 

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Bought an investment

What are the tax implications of investment activity?

Had debt forgiven

Did you have a debt canceled or forgiven? Find out what that means for you.

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Had stock transactions

Did you buy or sell stocks this year? Here's what that might mean for you.

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Retirement / 65 and older

If you're retired, plan on retiring, or are 65+ years old, these financial tax tips are just for you.

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