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Sep 5, 2024
New Inherited IRA Rules: 5 Key Changes You Can’t Ignore
The SECURE Act of 2019 brought new rules for Inherited IRAs, effectively ending the "Stretch IRA" provision that allowed beneficiaries to...
Sep 3, 2024
Social Security Survivor Benefits for Widows: Strategies to Maximize Your Benefits
Losing a spouse is one of the most challenging experiences anyone can face, and it often brings a host of financial concerns along with...
Aug 27, 2024
Maximize Your Impact with Tax-Savvy Charitable Giving
Charitable giving is one of the most rewarding ways to make a difference in the world and create a lasting legacy, but without a clear...
Aug 21, 2024
Dodge the Social Security Tax Torpedo & Keep More of Your Social Security Benefits
When planning for retirement, Social Security benefits are a crucial part of the equation. However, there's a tax surprise that many...
Aug 13, 2024
15 Must-Have Provisions for Your Last Will and Testament
Wills are essential documents in estate planning. They provide a clear and legally binding outline of how you want your assets...
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