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On December 20, 2019 the SECURE Act became law, affecting millions of Americans saving for their retirement. The law, which stands for Setting Every Community Up For Retirement Enhancement, has … Continued →
Do you have kids who are in college or will be in the next few years? If you do, you know that deciding between saving for your own retirement or … Continued →
The sun is still shining, and kids are just starting back to school. It’s not tax season, so why think about tax planning? Even though it’s still technically summer, there … Continued →
The average college student who borrows money to pay for his or her education graduates with more than $25,000 in debt. To reduce this financial burden, many parents look to … Continued →
Tax year 2010 offered a special one-time election to postpone the tax on Traditional IRA’s convertions to Roth IRA’s in that year. Here we are now, learning from the IRS … Continued →