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Bridging the Gap

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Nondeductible IRAs - Not Very Tax-Advantaged Thumbnail

Nondeductible IRAs - Not Very Tax-Advantaged

Nondeductible IRA contributions are similar to a Roth IRA in the sense that contributions are made after tax in both cases. The huge and extremely important difference is that the earnings on nondeductible contributions to a Traditional IRA are fully taxable at distribution, while the earnings on Roth IRA contributions are tax-free.

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Are HSAs Worth it in California? Thumbnail

Are HSAs Worth it in California?

HSAs are often touted as the best tool for tax deferral since if contributions are made by payroll deduction, they aren’t subject to federal income tax or payroll taxes. But in California (and New Jersey), HSA contributions aren’t exempt from state income tax.

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The Equity Divestment Plan Thumbnail

The Equity Divestment Plan

I'm excited to introduce the Equity Divestment Plan! My goal with the Equity Divestment Plan is to help you make the most out of your equity by selling the right shares and holding on to the others, without the pressure of committing to an AUM or ongoing financial planning relationship.

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