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Please see below for valuable article resources and recommended reading:
- Jim Lange's 2016-2017 Tax Planning Card (PDF)
- Jim Lange's 2016 Year-End Tax Report - Year-End Tax Moves for 2016
- Optimizing Social Security Benefits for Unmarried or Same-Sex Couples (PDF)
- Why We Can All Learn a Lesson from Michael Jackson
- Roth: Four Little Letters Leading to Long-Term Financial Security