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The Federal Estate Tax
Explore the intricacies of the Federal Estate Tax and potential financial challenges. Learn about its implications and strategic solutions.
Tim Owens
Sep 3, 20232 min read
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Asset Liquidation Throughout Retirement: Does the Order Matter?
This blog analyzes the importance of knowing what assets to liquidate, and in what order, during retirement.
Tim Owens
Mar 23, 20233 min read
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Traditional 401(k) versus Roth 401(k)
Traditional 401(k) or Roth 401(k). Which of the two is actually better? This White Paper clarifies the two to help you make better decisions
Tim Owens
Mar 23, 20234 min read
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A new Long-Term Care State Tax has been added in Washington. Is California next?
The government is tired of having to pay for Long-Term Care expenses. They are now looking to implement payroll taxes to raise capital for..
Tim Owens
Mar 23, 20232 min read
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Reimbursement vs Indemnity: Choosing the Right Long-Term Care Plan for your Needs
This blog goes into detail of the two different ways you can receive Long-Term Care benefits.
Tim Owens
Mar 22, 20233 min read
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