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2019 Retirement Plan Contribution Limits, Tax Brackets, and More

Every year brings a number of changes in various financial rules and regs that impact our personal financial planning. What follows is our annual guide to some of the more significant changes that have been announced for
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How Fund Distributions Affect Fund Share Prices

[Editor’s note: Even though the market is up strongly in recent years, 2018 saw two substantial sell-offs. That’s why mutual fund “distributions” are likely to be a significant event this year. During those sell-offs,
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Money Roundup: A Retirement Surprise, What Matters Most When Withdrawing From Retirement Accounts, and More

Our latest picks for the best investing and personal finance articles from around the web — a rare Monday edition since we had strategy updates last Friday.
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Knowing How Much You Rendered to God and to Caesar

Among the many things Scripture teaches about money, these two are abundantly clear: We are to honor God by giving the first of our income back to Him, and we are to pay our taxes. Honor the LORD from your wealth and from
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New Year, Whole New Tax Code

At the end of 2017, President Trump signed into law the most comprehensive change to U.S. tax law in more than 30 years. While it should mean a lower tax bill for most taxpayers, exactly how the new rules will affect you
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Big Changes in Store for 2018 Taxes

It’s time to start thinking about your 2018 taxes. I know. It’s a crazy thought. You probably haven’t even started working on your 2017 taxes yet. However, with the most sweeping tax law changes in 30 years now in effect
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January Sightings

Turning the Tide Against Cholera [Note: This isn’t about finances, but isn’t it nice to start the year with news that everyone can agree is good?]
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Beware the Mutual Funds’ End-of-the-Year Tax Trap

December is the most dangerous time of the year for investors who own mutual funds in taxable accounts.* Here are some basics concerning taxes and mutual funds that can help you navigate what otherwise can be a tricky and
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What If You Can’t Pay Uncle Sam?

No one likes unexpected expenses, especially large unexpected expenses. This time of year, one such expense can be income taxes. You’re probably aware of this year’s April 18 filing deadline, but maybe you weren’t prepared
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2017 Contribution Limits, Deductions, and Other Rule Changes

Every year brings a number of changes in various financial rules and regs that impact our personal financial planning. While President-elect Donald Trump has proposed sweeping tax reform, it’s impossible to know which of
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