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Bennett Associates

Newsletters

2024 Q2 Newsletter:

  • How to File an Extension for Your Taxes

  • Questions and Answers Related to Avoiding an Underpayment Penalty

  • Reasons to Consolidate Your Investments

  • How to Reduce Your Income with Qualified Charitable Distributions (QCDs)

For further information click here: 2024 Q2 Newsletter

2024 Q1 Newsletter:

  • 2024 Contribution Limits

  • Financial Freedom Through Roth IRA Conversion

  • Utilizing 529 Plans to fund a Roth IRA

For further information click here: 2024 Q1 Newsletter

2023 Q4 Newsletter:

  • 4th Quarter Dates to Remember

  • Final Thoughts for 2023

  • Avoid Underpayment Penalties

  • The MoveIt Hack: Another Reason to Freeze Your Credit

For further information click here: 2023 Q4 Newsletter

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