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Efficient Tax Planning

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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Why Is My 2022 RMD Smaller Than Expected When the Stock Market Is Up?

The stock market closed out 2021 near record highs, but retirees and some beneficiaries of inherited IRA accounts may notice […]

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