Taxes

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Asked by an anonymous user
Answered by Michael Hoffman, RFC, CLU, ChFCPRO+ in Grass Valley, CA
Good question! You are close, the 1035 tax free exchange will allow you to exchange an existing annuity or permanent life insurance contract to a new one that has a L...
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Asked by Jim
Answered by Michael Hoffman, RFC, CLU, ChFCPRO+ in Grass Valley, CA
Jim, You may want to defer taking Social Security until later (age 70) if you do not need the income now. Your benefits will increase by as much as 25%. In addition...
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Asked by Bill
Answered by Kim Miller, CFP®PRO+ in Redmond, WA
Hi - Yes, contributions to a Health Savings Account (HSA) are tax deductible in the year the contribution is made. Keep in mind that you must first be covered by a...
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Asked by Stankey
Answered by Danelle Chung, CFP® in Austin, TX
The age 55 property tax exemption in California is still available. However, both the original property (former residence) and its replacement must be located in the s...
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