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Posts tagged W-4

“Hey, I showed this last year, do something!”, Sincerely Your Tax Returns.

“Hey, I showed this last year, do something!”, Sincerely Your Tax Returns.

Now that you’ve had some time apart, it’s time to have an honest with your taxes.

Retirement Planning, Your $ Your Independence, Work Benefits, Tax Planning, RetirementGlenn BrownMay 2, 2023RSUs, taxes, Tax Planning, Tax Deadlines, Tax-Loss Harvesting, W-4, CFP, Work Benefits, Retirement, 401(k), Roth IRA, Roth Conversion, RMD, Medical Expenses, IRS, IRAs

945 Concord Street

Framingham, MA 01701,

United States of America

508.834.7733 Glenn.Brown@PlanDynamic.com

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945 Concord Street
Framingham, MA 01701
508.834.7733

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PlanDynamic, LLC is a Registered Investment Advisor and fee-only fiduciary. A personal Certified Financial Planner™ leverages interactive technology and dynamically managed portfolios to help clients with planning and investing, so they can balance kids, aging parents and financial independence.

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