Learn how asset location strategies can reduce investment taxes, optimize portfolio efficiency, and maximize after-tax returns for long-term wealth growth.
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One of the most common questions I receive from clients is, “Should I do a Roth IRA conversion?” Every time, my answer remains absolute: “It depends!”
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Health Savings Accounts (HSAs): Explore the triple tax benefits and how using an HSA can help you save now and in the future.
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The terms tax planning and tax preparation are often used interchangeably, but these professional services are actually very different.
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During the 2023 legislative session, lawmakers in Minnesota passed a $3 billion tax bill.
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Virtual currency: Is it an investment? Is it currency? Is it a side hustle? For a growing number of us, the answer matters.
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Do you have any 2020 taxable retirement account distributions you’d like to put back and make nontaxable? You probably can.
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At the end of 2019, President Trump signed into law the Setting Every Community Up For Retirement Enhancement (SECURE) Act.
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Affiance Financial is pleased to share the following article by Steven E. Warren, CPA, MBT.
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Under the Tax Cut and Jobs Act, many taxpayers will no longer itemize their deductions because of the new higher standard deduction.
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At Affiance Financial, it is one of our core values to stay curious.
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