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Carlos's Most Recent Article

3 Tax Tips for Investors to Save Big on Their 2014 Tax Bills

12/10/14 - 09:30 AM EST

Proper tax planning now will help you reduce taxes on investment gains, as well as take advantage of tactics that might not be available in the future.

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Avoiding the 60-Day IRA Rollover Rule Avoiding the 60-Day IRA Rollover Rule

06/23/14 - 07:00 AM EDT

Understanding the 60-day rule to rollover funds is imperative and essential in order to avoid significant taxes and unwanted penalties.

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