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Supporting the Charities You Love with a Donor-Advised Fund

What if you could make a greater impact on the causes you care most about? If charitable giving is important to you, consider using a donor-advised fund. A donor-advised fund can help you [...]

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How to Manage an Inherited IRA: What Beneficiaries Need to Know

The tax code is complicated and the rules surrounding inherited IRAs aren’t any different. In fact, the rules for inherited IRAs have become quite complex over recent years due to new legislative [...]

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Medicare Premiums: How Are They Set and What Can You Do to Adjust Them?

For those that are already retired and enrolled in Medicare, or those who are approaching enrollment, you should be aware of how the monthly Medicare Part B and Part D premiums are determined. If [...]

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Is a Roth Conversion Right for You?

This question has become one of the most asked and contested tax topics since the Roth IRA was introduced back in 1998. Should you convert your traditional IRA and pay the taxes now, to enjoy [...]