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Archives

  1. Planning

Charitable Contributions from IRAs The Pension Protection Act of 2006 first allowed taxpayers ages 70 1/2 and older to make tax-free charitable donations directly from their IRAs.

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Transitioning into Retirement If you’re considering retirement within the next five years or so, you’re in the retirement “zone.” This is a critical time period.

New Spending Plan Package Includes Sweeping Retirement Plan Changes The $1.4 trillion spending package enacted on December 20, 2019 included the Setting Every Community Up for Retirement Enhancement (SECURE) Act….

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CARES Act Provides Relief to Individuals and Businesses On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This $2 trillion emergency relief package is intended to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis.

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