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TaxFi Solutions

Person using a calculator and reviewing financial graphs on a computer, illustrating donating appreciated stock and tax planning strategies.

Person using a calculator and reviewing financial graphs on a computer, illustrating donating appreciated stock and tax planning strategies.

Donating Appreciated Stocks: A Smart Strategy for Tax-Efficient Giving

Christian Wolff

10 hours ago3 min read

Older couple sitting at a table with a financial advisor, reviewing documents and smiling, discussing retirement planning.

Older couple sitting at a table with a financial advisor, reviewing documents and smiling, discussing retirement planning.

How to Avoid or Reduce RMDs: 6 Strategies to Keep More of Your Retirement Income

Christian Wolff

Aug 205 min read

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