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Taxes, RMDs & Roth Conversions
Trump Accounts: What Every Family Needs to Know About the $1,000 Baby Bonus
Brad Bobb, CFP®
April 17, 2026
Trump Accounts launched July 4, 2026. Who gets the $1,000, how to sign up, contribution limits, tax rules at 18, and how they compare to a 529.
Taxes, RMDs & Roth Conversions
Impact of the Big Beautiful Bill on Federal Employees
Brad Bobb, CFP®
July 14, 2025
What the One Big Beautiful Bill Act means for federal employees and retirees, from the $6,000 senior deduction to SALT and overtime, with the key numbers.
Taxes, RMDs & Roth Conversions
Reduce Your Retirement Tax Bill by Strategic Giving
Brad Bobb, CFP®
November 19, 2021
Three ways federal retirees can give to charity more tax-efficiently: the new non-itemizer deduction, appreciated stock and QCDs from an IRA.
Taxes, RMDs & Roth Conversions
Save Tax $$ By Bunching Deductions
Brad Bobb, CFP®
June 10, 2018
Does bunching deductions still save tax? How the $40,400 SALT cap, the 0.5% charitable floor and the new non-itemizer deduction change the math.
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