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Jan Schaffner

Planning is not just for business owners

Those who have W-2 or retirement income can still take advantage of planning options to manage their taxable income. Directing Required Minimum Distributions to a qualified charity is a great way to get a tax saving benefit from the donations. Do you have a qualified health care plan that allows a health savings account? If so, are you contributing the most you can to reduce taxable income? What does your tax plan include?

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