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Efficient Tax Planning

IRS Finally Clarifies New Rules for Beneficiaries of Inherited IRAs

Back in December 2019, Congress passed significant changes to retirement account rules, known as the SECURE Act. Among other provisions, […]

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It’s 2024: Which Provisions of SECURE Act 2.0 Are in Effect Now?

At the end of 2022, Congress passed an omnibus spending package that included a number of significant changes to retirement […]

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Year-End Tax Planning:  Lowering Your Tax Bill with Charitable Giving

As we quickly approach the end of the year, some of you may be considering what you can do to […]

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Tax Diversification:  Strategy to Lower Lifetime Taxes and Help Assets Last

As many employers have canceled pension programs over the past several decades, retirees increasingly must rely on their assets, not […]

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The Basics of a Roth IRA

This article on the Money Geek website provides an overview of the features of Roth IRAs as well as the rules […]

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SECURE Act 2.0: What Does It Mean for You?

Most of you have likely seen the news about the $1.7 trillion omnibus spending package passed by Congress just before […]

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