On March 29th, 2022, the House of Representatives passed the Securing a Strong Retirement Act of 2022, known as Secure Act 2.0. This bill now...
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Facing large RMDs from your IRA?
Oftentimes, we taxpayers focus too much on saving on taxes today, which can thrust us into higher tax brackets down the road. The best...
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The timing of Social Security
Social Security benefits are a major retirement income source for many people. So, the timing of when you start receiving Social Security is...
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RMD confusion?
With the passing of the SECURE Act in December 2019 and the CARES Act in March 2020, there is a lot of new information–and some...
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Five ways we’ve recently helped our clients
In this post, we share a handful of ways we’ve helped our clients save on taxes, be more philanthropic, and make more informed financial...
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