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Manage Wealth
Wrap up 2024 on a High Note: Year-end Checklist to Boost Your Wealth and Lower Your Tax Bill
As the year winds down, it's the perfect time to pause and take a close look at your financial goals. Even if you’ve reached some big milestones, ther...
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Manage Wealth
Finalized Inherited IRA Regulations
Since the SECURE Act was passed in 2019, it has been clear that those who inherited IRAs after 2020 needed to draw them down within 10 years, what had...
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Manage Wealth
Finding Peace of Mind with a Well-Ordered Financial Household
As Investment Counselors, my colleagues and I are immersed in the world of financial rules and systems. Whether we are studying the investment markets...
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Manage Wealth
Protecting Against AI-Driven Financial Fraud
It's 2:00 a.m., and you are sleeping soundly when your cell phone rings from an unknown number. You answer the phone to hear your grandson’s voice on ...
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Manage Wealth
2024 RMD Relief for IRA Beneficiaries Subject to 10-Year Rule
In April, the Internal Revenue Service waived penalties for beneficiaries of individual retirement accounts subject to required minimum distributions ...
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Manage Wealth
A New High in Gift Annuity Rates
With payout rates higher than they have been in more than a decade, and possible interest rate cuts on the horizon, now is an opportune time to consid...
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Manage Wealth
Nurturing Prosperity: The Journey of Wealth Management Across Life’s Stages
Imagine a journey where your financial success knows no bounds and your potential is limitless. You are an achiever, and your ambition is the driving ...
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Manage Wealth
Tax Benefits of "Bunching" Charitable Giving
Every year income taxpayers need to decide between taking the standard deduction or itemizing. For those that itemize deductions, a strategy to combin...
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Manage Wealth
Opportunities for Maximizing Education and Retirement Accounts
The cost of education has never been higher. According to the National Center for Education Statistics, the cost of education has increased by two tim...
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Manage Wealth
Tax and Retirement Updates
The SECURE Act that was signed into law at the end of 2019 changed key rules around Individual Retirement Accounts (IRAs). Notably, the age to begin t...
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