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Manage Wealth
Finalized Inherited IRA Regulations
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
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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Manage Wealth
Update: Charitable Gift Annuities More Attractive As Payout Rates Rise Again
Now is a good time for those wanting to give to consider establishing a charitable gift annuity. At its core, a CGA is an arrangement whereby assets a...
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