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Welcome to our Blog

Now that tax season is behind us, we can start planning for this year. Here are some things that you can do:

Put money into a retirement account like a 401K, 403B, SEP, SIMPLE, or Traditional IRA to defer your taxable income until you retire.

Put money away for children or grandchildren into the Oregon College 529 Savings Plan.

In addition, if you are planning on taking out a large distribution from a retirement account, thinking of switching over from a Traditional IRA to a Roth IRA, selling your house or rental, please call us and schedule an appointment to go over the tax ramifications.

Have a great day. We are here to serve our clients year round.


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