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Recent Articles

Medicare IRMAA brackets and ten ways to avoid or reduce IRMAA.
What Are the IRMAA 2023 Brackets (and How to Avoid It!)
By: Taylor Schulte September 23, 2023

Today I’m sharing everything you need to know about the 2023 IRMAA Brackets (and the projected 2024 IRMAA brackets!). I’m also sharing: What is IRMAA (and what does it stand for) How IRMAA is calculated...
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Donor Advised Funds
Donor-Advised Funds: How to Get a Bigger Tax Deduction in 2022
By: Taylor Schulte January 5, 2022

Today I’m sharing everything you need to know about donor-advised funds. In fact, these simple giving accounts can help you lower your tax bill in 2022. They can also help you give more money to...
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san diego real estate
San Diego Real Estate: Should You Buy or Rent? Here’s How to Decide
By: Taylor Schulte January 1, 2022

San Diego real estate continues to skyrocket. If we buy a home, it feels like we might be getting in at the top of the market. If we rent, we are just paying someone else’s...
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