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![Can Home Improvements Lower Your Tax Bill? It Depends](https://estwa.com/wp-content/uploads/sites/63/2024/05/FL4_HomeImprovement_0624-Hero.jpg)
Can Home Improvements Lower Your Tax Bill? It Depends
Most home improvements are not tax deductible — with one possible exception. In certain situations, you may be able to deduct improvements deemed necessary for medical reasons (not just beneficial to general health). If you itemize instead of taking the standard...
![After the Loss of a Loved One, Watch Out for Scams](https://estwa.com/wp-content/uploads/sites/63/2024/07/FI4_FraudAfterDeath_0724_Hero.jpg)
After the Loss of a Loved One, Watch Out for Scams
Unfortunately, scam artists often prey on individuals grieving after the loss of a loved one.
![Saving for College: 529 Plan vs. Roth IRA](https://estwa.com/wp-content/uploads/sites/63/2024/05/FI2_529vRoth_0624-Hero.jpg)
Saving for College: 529 Plan vs. Roth IRA
529 plans were created in 1996 to give families a tax-advantaged way to save for college. Roth IRAs were created a year later to give people another tax-advantaged way to save for retirement. Along the way, some parents began using Roth IRAs as a college savings tool....
![Insurance Gaps May Pose Risks for High-Net-Worth Households](https://estwa.com/wp-content/uploads/sites/63/2024/07/F2-3_HNWGaps_FL_0724_Hero.jpg)
Insurance Gaps May Pose Risks for High-Net-Worth Households
Affluent families should review their liability coverage periodically to make sure it’s sufficient based on their finances, lifestyles, and the related risks.
![A Pension Strategy that May Boost Your Income](https://estwa.com/wp-content/uploads/sites/63/2024/05/FL2-3_PENMAX_0624-Hero.jpg)
A Pension Strategy that May Boost Your Income
If you participate in a traditional pension plan (also known as a defined benefit plan), your plan may offer several payout options including "qualified joint and survivor annuity" (QJSA) if you are married. A QJSA is an annuity that pays a dollar amount (usually...
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