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Year-Round Tax Planning

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Working with a financial advisor you trust is a great way to make sure your tax bill is as small as possible, but there are steps you can do by yourself. You can take advantage of tax-advantaged retirement plans like 401(k)s and IRAs, convert pre-tax dollars to Roth dollars, use health savings accounts and flexible spending accounts, and recognize capital losses to offset tax bills. Read on for more ideas on how to minimize your liability and maximize your savings.  

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