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Tax Credits and Deductions for Seniors

10 Ways Older Adults Can Reduce Tax Bills Starting at Age 50 Everyone wants to keep more of their hard-earned money. Luckily for seniors, many of whom are on a fixed income, there are several ways for them to save on taxes. With one out of three seniors aged 70-79 having saved less than $100,000 […]

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Annuities and Qualifying for Public Benefits

Annuities and Qualifying for Public Benefits

Do you own an annuity? Annuities are a complicated subject and even more so when it comes to their effect on the Medicaid or VA Aid and Attendance application process. How can an annuity impact a person’s ability to qualify for Medicaid or VA benefits in the future? Before I answer the question, let’s start […]

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