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IRS COLA Changes for 2024

After last year’s historic cost-of-living adjustments (COLAs), the changes for 2024 are more modest. While inflation remains a concern for many, it has moderated a bit; but still, many of...

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Minimize or Eliminate RMDs

It is important for IRA owners and beneficiaries to understand the required minimum distribution (RMD) prerequisites and learn how to reduce unnecessary taxes. If an accountholder or beneficiary misses an...

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October Top 10 IRA Deadlines

Being three-quarters of the way into 2023, the 2022 tax year may be out of mind for many people – but for self-directed IRA owners, October brings many last-chance deadlines...

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IRA Strategies for Small Business Owners

Whether you operate your business solo or have employees, setting up an IRA-based retirement plan is a smart strategy for your future and your business. You can build a nest...

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Reducing Taxes in Retirement With An IRA

It’s never too early to begin thinking about how to reduce your income tax liability in retirement – especially because some strategies require action in the years leading up to...

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How Does a SEP Plan Work?

If you own a business and receive income for personal services rendered, you can establish a simple, cost-effective IRA-based retirement plan called a Simplified Employee Pension (SEP). A SEP can enable...

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