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Financial Planning: Advanced Strategies

Restricted Stock & Stock Options: Financial Planning After Your Tax Return Is Filed (Part 1) This is premium content

Tom Davison and Liam Hurley
The time right after you have completed your tax return is ideal for big-picture financial planning. You can more accurately project your income and likely tax situation for this year and the next to develop your strategy. This article series discusses factors to consider in your income and tax projection, along with planning ideas.
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