Taxes

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Asked by John
John, the best way and the easiest way to describe a zero coupon bond is - It is a bond that is sold under its face value, meaning at a discount. however when it matur...
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Asked by John
Answered by Kim Miller, CFP®PRO+ in Redmond, WA
I always advise 401k participants to max fund their account regardless of the match level. This means $17,500 per year if you are under 50 and $23,000 if you are 50 o...
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Asked by Edna
Answered by Helen Barbre Stephens, Financial Adviser in Fort Worth, TX
Hi Edna, As when dealing with anything tax related, the answer is "that depends". A portion of SS benefits is taxed if income above a "base amount" (which is determi...
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Asked by Lynn
Answered by Michael Hoffman, RFC, CLU, ChFCPRO+ in Grass Valley, CA
Lynn, a triple tax free muni bond is one that avoids, 1-federal tax, 2-state tax and 3-local taxes. To benefit from all 3, you may need to reside in the locality of t...
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