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401K vs Roth IRAs Compared

Does deciding between a 401(k) or Roth IRA feel like flipping a coin? The good news is that it doesn’t have to be heads or tails. Maggi Tax recommends using both retirement accounts to diversify your tax benefits so you can take full advantage of both accounts. But, let’s explore and compare 401(k)s and Roth…

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What is a Tax-Efficient Way to Donate to Charity?

There are only a few more weeks until the end of the year. Make the most of the giving season this year by utilizing some of Maggi Tax’s tax-efficient ways to donate to the causes that mean the most to your family. With these strategies, you can ensure that your gift can go the extra…

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What Are the Most Common Estate Planning Mistakes to Avoid?

What Are the Most Common Estate Planning Mistakes to Avoid? When creating a financial plan, many say that estate planning is one of their least favorite topics. Of course, no one likes to think about their death so it makes sense that there may be a fair share of mistakes made when drafting an estate…

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4 Smart Ways to Utilize Your Tax Refund

Long-term goals versus short-term rewards. It may sound like a buzzkill to some but financial planners like Maggi Tax get it. A tax refund is a great way to kickstart any financial goals you may have or even improve your current financial situation. Here are four ways to make a big impact when utilizing your…

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Tips From a Financial Advisor for Building an Emergency Fund

When it rains, it pours. Are you financially ready for anything? If the answer is like most people, it may be anything other than yes. Check out these four tips for building an emergency fund from a Maggi Tax financial advisor.   In emergent situations, it is possible to request emergency loans or withdraw from…

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Health Savings Accounts FAQ

If the sick season has you getting to know the drugstore pharmacy staff a little too well, it might be time to look at a Health Savings Account. Maggi Tax answers the most frequently asked questions about this versatile fund that serves as a great way to save money for out-of-pocket medical expenses. What is…

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3 Red Flags That Could Cause an IRS Tax Audit

Anytime the IRS wants to chat, most Americans go immediately into panic mode. Unfortunately, a multitude of factors can create tax filing confusion for individuals and business owners. To avoid the IRS tax audit minefield, Maggi Tax wants to make sure you take note of these three red flags. 1. Rental income With the rise…

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A Tax Guide for Self-Employed Entrepreneurs

Running your own business is the ultimate adventure. It may not always produce a healthy work-life balance but flying solo brings tax advantages that are not available to those who work for others. Maggi Tax shares a brief tax guide that all solopreneurs can benefit from. A foundational first step for any and all entrepreneurs…

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What Is Earnings Season and What Does It Mean for Investors?

The spooky season may be upon us but for investors, earnings season can be tricky. Publicly held companies or those that make shares of their stock available for public purchase, are required to report their financial results quarterly. This time of financial reporting and updating shareholders is commonly called “earnings season.” Maggi Tax shares why…

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