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Tax Strategies

A big part of accumulating wealth is to make sure you don’t give it away needlessly. There are a number of provisions in the tax code to help you grow your wealth and reduce tax payments and penalties. These are not complicated. They are not hard to understand or take advantage of. But they are important.

In this category I’ll explain the most important tactics you can utilize to minimize your tax so you can put as much as possible towards building your own future.

What To Do When The IRS Sends You A Weird Tax Refund

by Neal Frankle, CFP ®, The article represents the author's opinion. This post may contain affiliate links. Please read our disclosure for more info.

It’s pretty cool to get checks in the mail. It’s even more fun to get a check from the IRS. But what if you get an unusual check from the IRS or a tax refund amount other than the one you expected? Is it a time for mourning if the amount is lower than planned? […]

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How To Avoid An IRS Audit

by Neal Frankle, CFP ®, The article represents the author's opinion. This post may contain affiliate links. Please read our disclosure for more info.

When you read about how many problems the IRS faces these days, you might conclude that it’s easier to “get one over on them” and therefore play it fast and lose when you file your next tax return. The IRS is facing challenges but don’t think for a minute that the rooster has left the […]

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What to Do If You Made an Error on a Tax Return You Already Filed

by Neal Frankle, CFP ®, The article represents the author's opinion. This post may contain affiliate links. Please read our disclosure for more info.

Have you ever filed a tax return only to realize later that you made a mistake? Maybe you got a late or corrected 1099 or W-2 after you signed, sealed and delivered your return. Maybe you underestimated the tax liability on your mutual funds or sale on property.  Whatever the reason, the last thing anyone wants is […]

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How Tax Loss Harvesting Can Save You A Fortune

by Neal Frankle, CFP ®, The article represents the author's opinion. This post may contain affiliate links. Please read our disclosure for more info.

Most people I know really don’t like to lose money with their investing. That just makes sense. But what if I told you there was a way to cash in on those losses? Would that change your mind about that red ink? What if I went one step further and said that it might be […]

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Should You Move To Reduce Your Taxes?

by Neal Frankle, CFP ®, The article represents the author's opinion. This post may contain affiliate links. Please read our disclosure for more info.

Does it make sense to relocate to another state in order to save on taxes? Depending on your situation, it could make all the sense in the world. The more money you earn and the higher your current state tax burden is, the smarter this move could be. But the benefits go far beyond simply […]

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How to Avoid IRS Audits

by Neal Frankle, CFP ®, The article represents the author's opinion. This post may contain affiliate links. Please read our disclosure for more info.

Even though tax season is well behind us, there are steps you can (and should) take today to make the possibility of a future IRS audit a remote possibility. Keep in mind that after December 31st passes, you may not be able to alter your tax strategy for the prior year.  That’s why it’s so […]

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Who is Neal Frankle

Neal Frankle

I'm a CERTIFIED FINANCIAL PLANNER™ Professional with more than 25 years of experience. I feel very blessed and hope to share my personal financial experience and professional wisdom with readers of WealthPilgrim.
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