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AWP Resources

Income Tax Minimization

Discover foundational guidance, tools and actionable insights related to this topic.

Insights

Many clients come to us not knowing that they CANNOT contribute to an Individual Retirement Account (IRA) and receive a tax deduction because they participate in an employer-sponsored retirement plan....

Foundations

Minimizing taxes in your retirement year can be quite tricky. While many people are concerned with minimizing their taxes (who actually likes to pay more than they have to?!) and...

Insights

Unlike a traditional IRA, Roth IRA contributions don’t provide you with a tax deduction upfront. Contributions to a Roth IRA are made with after-tax dollars, meaning the money has already...

Insights

The Investment Company Act of 1940 created what is known as Mutual Funds. These funds pool together client capital to invest in companies through stocks and/or bonds. Individual investors own...

Insights

Qualified Charitable Distributions (QCDs) are a direct transfer of monies from your IRA custodian as funds payable to a qualified charity. QCDs may be tallied toward meeting your annual required...

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