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Financial Planning - Tax Strategies for Individuals

Learn how to lower your taxes with these legitimate tax saving strategies. Let us help you make sound financial decisions in the following areas.

 

 

   
The "Nanny Tax" Rules: What to do if you have household employees   Higher Education Costs: How To Get The Maximum Deduction
     
Selling Your Home: How To Minimize The Tax On The Gain   The Deductibility of Points
     
Annuities: How They Work and When You Should Use Them
  Retirement Plan Distributions: When To Take Them
     
Retirement Plan Distributions: How To Take Them   Roth IRAs: How They Work and How To Use Them
     
Mutual Fund Taxation: How To Cut The Tax Bite   Advanced Charity Techniques: Maximizing Your Deduction

 

1254 Remington Rd, Ste A
Schaumburg, IL 60173
Phone: 630-766-9401
Fax: 630-766-9403