Taxes
322 videos • 11,485 views • by Heritage Wealth Planning
1
13 States Without Pension or Social Security Taxes - # 5 WILL Shock You
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2
Taxes in Retirement Planning: What You MUST Know! (2018)
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3
How To Calculate Taxes on Your Social Security Benefits
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4
How TENNESSEE Taxes Retirees
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5
Stop Maxing Out Your 401k
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6
Build Up CASH Before You Retire!
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7
Top 8 States For Retired Taxpayers
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8
2019 Tax Rates, Standard Deduction Amounts And More
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9
10 Worst States For Retired Taxpayers ("Worst Video Ever")
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10
How to Calculate Taxes in Retirement (Part 1)
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11
Should Barbara & John Convert $100k a Year to Roth? (YESSSS!!!)
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12
2022 Tax Brackets Are Out
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13
Retirement Taxes - Roth Conversions - Real World Case Study
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14
2018 Tax Brackets
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15
New 1040 Tax Form 2019
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16
How Idaho Taxes Retirees
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17
Increase Returns Over 30% With THIS Simple Tax Strategy
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18
New RMD Tables Are Out - Good News!
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19
USPS Pension, TSP & Social Security? How To Calculate Your Tax
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20
BEWARE! The NEW Tax on Your Social Security Benefits
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21
Required Minimum Distribution (RMD) Tables
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22
How GEORGIA Taxes Retirees
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23
How Florida Taxes Retirees
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24
Social Security Taxation for Single Taxpayers
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25
Roth Conversions For Multi-Millionaires? YES!
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26
How NEVADA Taxes Retirees
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27
How Arizona Taxes Retirees
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28
How SOUTH DAKOTA Taxes Retirees
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29
How to Pay NO TAX on Social Security - (So Simple if You Know The Tax Code)
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30
My #1 Reason To Delay Social Security (Less Taxes!)
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31
Why You NEVER Own Mutual Funds In a Taxable Account Part 1
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32
We Gotta Talk About Taxation of Social Security Benefits
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33
How To Retire Early With $1.6 Million in a 401k
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34
How SOUTH CAROLINA Taxes Retirees
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35
How States Tax Retirees (One Is Going to Shock You)
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36
How WYOMING Taxes Retirees (Best in the US?)
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37
How NORTH CAROLINA Taxes Retirees
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38
Don't Be Trapped By Your Retirement Accounts
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39
Using TurboTax (2020) For Roth Conversions
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40
New Tax Tables Are Out! (2023)
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41
How Kentucky Taxes Retirees
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42
Retire in Texas or Arizona? (These Results May Surprise You)
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43
States That Don't Tax Military Pensions
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44
How WEST VIRGINIA Taxes Retirees
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45
Let's Compare Retirement Taxes vs. Taxes While Working
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46
Watch Out For The Social Security Tax Torpedo!
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47
How to LEGALLY Avoid Estate Tax
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48
How California Taxes Retirees
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49
How NEW HAMPSHIRE Taxes Retirees
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50
How to Preview Your 1040 Tax Return in Turbo Tax (2019)
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51
Retirement Planning Videos That Make Me Mad
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52
How To Pay NO TAX On Social Security
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53
Updated 1040 from IRS.Gov (2019)
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54
How PENNSYLVANIA Taxes Retirees
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55
End of Roth Conversions?
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56
How Delaware Taxes Retirees
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57
New 2019 1040 Tax Form is Out! Can It Get More Exciting???
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58
Biden Tax Plan Will Hammer the Middle Class
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59
Roth Conversions -(Sergio Was Right!)
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60
$850k in a Brokerage Account is Better Than $1 million in an IRA
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61
Easiest Tax Move You Can Make
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62
How TEXAS Taxes Retirees
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63
Highest and Lowest Property Taxes in the US (2019)
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64
No Tax in Retirement (As Easy as 1,2,3)
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65
Former Hostage of Al Qaeda in Syria Rejects Jolani’s PBS Makeover: “They Are Lunatics with Guns”
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66
To Roth or Not To Roth
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67
Social Security Tax: The Sneakiest Tax You WILL Pay
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68
Looking at The Tax Ramifications of Paying Off Mortgage or Invest
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69
Bombshell Tax Proposals HUGE RMDs Coming?
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70
How a $10k IRA Distribution Increases Taxable Income by $17,000
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71
How VIRGINIA Taxes Retirees
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72
The HIDDEN Tax Increase That is Coming
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73
The Social Security Tax Torpedo - YIKES!
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74
How Julia Saves $654,000 in Taxes With Roth Conversions!
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75
You're NOT a Savvy Investor if You Don't Know This!
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76
Vanguard Reports HUGE Capital Gain Distributions! (Here is How You Avoid it)
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77
Investing Like THIS With Vanguard? You're Paying Too Much Tax
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78
Social Security Tax Mistakes Advisors Make... A Lot
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79
Roth Conversions Given Biden's Tax Hikes?
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80
How a $20k Roth Conversion Doubles Your Tax Rate
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81
How a $20k Roth Conversion Doubles Your Tax Rate
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82
Biden Tax Plan Would Upend 401k Plans (Doesn't Bother Me)
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83
Stop WASTING Precious Time Trying to Pay Less Tax
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84
Moving To Oregon? Get Ready to Pay Tax!
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85
How To Withhold Taxes On Social Security Benefits
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86
Why You NEVER Own Mutual Funds In a Taxable Account (Part 2)
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87
How Your 401k Raises Your Tax & Reduces Your Income
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88
How OREGON Taxes Retirees
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89
Working in Retirement? Is It Worth It?
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90
Do Roth Conversions To Reduce Future Expenses?
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91
How Alabama Taxes Retirees
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92
Retirement Taxes - Real World Case Study Of A Post Office Retiree
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93
How Daryl and Patty Pay NO TAX in Retirement!
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94
Did I Invest In Wellington Too Soon?
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95
Why You Need to Move To a No Income Tax State
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96
How NEW YORK Taxes Retirees
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97
Why State Retirement Taxes are So Low
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98
Retirement Taxes For Single Retirees (NOT a Big Deal!)
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99
You're Paying Too Much Tax If You Invest Like This!
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100
$551,000 in His TSP- Do Roth Conversions Make Sense?
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101
Michigan to Go Tax Free For Retirees?
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102
Illinois Fair Tax - Get Out NOW!
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103
How Much Tax Will Single Suzy Pay on Social Security Benefits?
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104
ETFs vs. Mutual Funds - Tax Ramifications
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105
Not Investing With Vanguard? You Are Paying Too Much Tax!
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106
Save HUGE Taxes By Paying Off Mortgage With Investment Gains
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107
Some Good News On the Tax Front
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108
How WASHINGTON Taxes Retirees
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109
It’s THE Best Time To Be Self-Employed! Qualified Business Income (QBI)
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110
IRS Disappoints With Inherited IRA Rule
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111
How Arkansas Taxes Retirees
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112
Should Diana & Ed Do Roth Conversions? (Case Study)
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113
Her Taxable Social Security Doubled! Why?
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114
Democratic Tax Proposal Takes Aim at ETFs
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115
Not Knowing How Taxes Work Is Costing You MONEY!
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116
How Does YOUR State Tax Social Security
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117
A Retirement Tax Plan Mona Lisa
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118
Biden's Capital Gain Tax Increase
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119
Your Social Security Taxes are Going Up
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120
My Thoughts on Biden's Tax Hike Plan
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121
How Maine Taxes Retirees (Quite Favorably!)
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122
$484 Tax on $67,000 of Income? YES YOU CAN!
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123
Tax Free Retirement Is a Beautiful Thing
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124
No, You're Not Paying Double Taxation on Your Social Security Benefits
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125
Markets Down - Time To Do a Roth Conversion?
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126
Retirement - Exceptions to Tax on Early Distributions
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127
Maryland Eliminates Retirement Taxes!
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128
Increasing RMD Age Could Cost You HUGE Taxes!
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129
How Hawaii Taxes Retirees - (Very Favorably!)
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130
Beware The Widow's Tax Trap (2018)
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131
And Now For Biden's $2 TRILLION Tax Hike
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132
What Happened to Stocks Last Time Capital Gains Tax Was Raised
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133
$50,000 of Tax Free Social Security Income? Yes You Can!
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134
Should You Retire in Georgia or Alabama?
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135
How NEW MEXICO Taxes Retirees
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136
Retirement Taxes In California
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137
Pennsylvania Inheritance Tax - LOOK OUT BELOW!
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138
Is Laura’s Retirement Plan “Doable?”
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139
Investing An Inheritance & Minimizing Taxes
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140
Don't Make This Mistake On Capital Gains Tax
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141
Don't Let Your State's Estate Tax Rob You Blind!
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142
Property Taxes: Don't OverLook This ONE THING!
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143
Retirement Taxes in New Jersey - (Oh No?)
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144
How Missouri Taxes Retirees
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145
When Doing Roth Conversions, What Account Should The Taxes Come From?
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146
How OHIO Taxes Retirees
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147
3 Roth Conversion Scenarios For Single John
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148
These Companies Kept Their Dividends But Cut 401k Match
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149
How Mississippi Tax Retirees (Lowest Taxes In The US?)
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150
Now IOWA Wants to Get Rid of Retirement Taxes
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151
The Best Tax Strategy You've Never Heard Of
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152
How Social Security is Taxed
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153
The Most Expensive Places To Die (1 is ESPECIALLY Bad!)
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154
Retire to West Virginia No State Income Tax to Come
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155
How Much Does Your State Rely on Property Taxes
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156
How High Tax Collections in Your State? (Tennessee Shines Again!)
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157
How OKLAHOMA Taxes Retirees
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158
How to Only Pay $1500 in Tax on a $45k IRA Distribution
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159
How Michigan Taxes Retirees
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160
How MONTANA Taxes Retirees
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161
5 IRA Calculation Mistakes
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162
How Much Tax Will You Pay on $60k in North Carolina?
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163
States With Inheritance or Estate Tax
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164
A Great Strategy To Avoid The Widows Tax Trap!
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165
The Roth Conversion Picasso For Tim & Kim (Part 2)
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166
How Maryland Taxes Retirees
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167
Don’t Be Fooled By Your Tax Return
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168
The Inheritance Tax Everyone Overlooks
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169
Roth Conversions For Tim & Kim (Part 1)
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170
Biden's Tax Proposal - The Good, Bad & Plenty UGLY
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171
How Indiana Taxes Retirees (Yikes!)
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172
Net Unrealized Appreciation (NUA) - What is it?
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173
TurboTax for Uber Drivers (2019)
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174
Standard Deductions and Tax Tables for 2021
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175
Huge Tax Awaits Your IRA
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176
How UTAH Taxes Retirees
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177
DIfference Between Ordinary Dividends & Qualified Dividends
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178
How WISCONSIN Taxes Retirees
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179
How NEW JERSEY Taxes Retirees
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180
Social Security is the Biggest Tax Most Americans Pay
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181
Year-End Tax Planning 2019 (Part 1)
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182
What is Qualifying Widow (er) Tax Filing?
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183
Breaking News on Biden's Estate Tax Plan
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184
Single With Pension - Do Roth Conversions Make Sense?
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185
How Required Minimum Distributions Can Triple Your Taxes (Part 2)
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186
Washington State's New Tax To Fund Long Term Care I support this
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187
Tax Ramifications Of Reinvesting Capital Gains or Not
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188
How to Reduce Retirement Taxes By 300% or More
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189
Tax Loss Harvesting & Other Investment Pet Peeves of Mine
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190
How To Reduce Taxes Under the New Tax Law (2018) - Capital Gains
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191
Where NOT To Die In 2019
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192
Don't Pay This Tax! (2019)
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193
How Much Tax Will You Pay on $60,000 Income in Georgia?
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194
Tax Planning With Your Investment Accounts
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195
Property Taxes Per Capita
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196
How VERMONT Taxes Retirees
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197
How RMDs Can Triple Your Medicare Premiums
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198
How to Reduce Investment Taxes (EASY!)
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199
Washington State Proposes Wealth Tax on All of 4 People
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200
Tax Refunds 2019
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