Holiday Closure: Our offices will be closed on Thursday, November 24, and Friday, November 25, 2022, in observance of the Thanksgiving holiday.  We will reopen for regular business hours on Monday, November 28, 2022. 
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IRA Beneficiary Rules Still Need Clarification

The SECURE Act of 2019 changed the rules for beneficiaries inheriting tax-deferred retirement savings to require, in some cases, that assets be distributed (and taxed) more quickly following the IRA...

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IRS Update: Additional Tax Relief Available

The IRS has recently issued additional tax relief notices to help aid those impacted by recent disaster situations.  The IRS notices announce fuel penalty relief and a variety of extensions...

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Do Real Estate Investing Opportunities Still Exist?

Real estate moves in cycles, and we have been seeing an ‘up’ market in the past year, as record low interest rates, shifting work requirements, and lifestyle preferences sent homebuyers...

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IRA Rules and Beneficiary Designations

You can’t take it with you, but you can control who gets it when you go. Beneficiary designations are a crucial element of estate planning and, when done properly, can...

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Can I Get An IRA “Do Over”?

Many IRA owners carefully weigh the benefits and considerations of saving for retirement in a Traditional IRA vs. a Roth IRA, and then pick the one that meets their tax...

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Have You Put Too Much In Your IRA?

The tax laws don’t limit how much your IRA investments can grow each year or how much you can roll over into your IRA from another tax-qualified account, but they...

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