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Social Security Benefits Tips

Published Nov 1st 2018
Social Security Benefits Tips

Whether you’re currently receiving social security benefits or not there yet, you should be reviewing your Social Security Statement annually.

Donating to Charity Using a Qualified Charitable Distribution

Published Nov 1st 2018
Donating to Charity Using a Qualified Charitable Distribution

If you are age 70½ or older, you most likely know that IRS rules require you to take required minimum distributions (RMDs) each year from your tax-deferred retirement accounts.

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