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Cheers!
Thanks Dustin great advice!!
Isn’t the large married filing jointly Tax Cuts and Jobs Act (TCJA) deduction supposed to stop at the end of 2025? (trickery as the businesses were permanent). Some implied misleading going on here. 😉
In the last two weeks I trimmed some of stocks with a capital loss to off set the capital gains earlier this year in my taxable brokerage account. With in the next week I will transfer more money from an inherited traditional IRA I must empty within 10 years.
Love it – It’s just a few more weeks to see if I can make this work. Thanks!