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Senate's 549-Page Tax Bill Analyzed
Here's how the new text bill impacts your wallet...
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The Money Cruncher, CPA
Invest or Pay Down Debt?
Here's how to make the right choice on debt vs investing...
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The Money Cruncher, CPA
How to Pay No Taxes in Retirement 🏝
How to cut your tax bill to $0 and avoid future taxes in retirement
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The Money Cruncher, CPA
2
HSA Wealth Hack
How to use an HSA to its full extent
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The Money Cruncher, CPA

May 2025

Step Up Basis 📈
How one mistake cost $430,000 of taxes and how you can avoid it with step-up basis...
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The Money Cruncher, CPA
Flexible Spending Accounts 🧾
Here's how Flexible Spending Accounts (FSAs) can save you $100-$2,000 on taxes every single year.
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The Money Cruncher, CPA
Early Retirement 72(t) Rule
How to withdraw from an IRA, a 401(k), or a 403(b) before age 59½ without a 10% penalty!
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The Money Cruncher, CPA
Direct Indexing and Tax-Loss Harvesting
How direct indexing and tax-loss harvesting can save you thousands on taxes.
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The Money Cruncher, CPA
3
Strategic Gifting 🎁
How strategic gifting saved $4K in taxes, 529 "superfunding" & upstream gifting strategies!
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The Money Cruncher, CPA
4

April 2025

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