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Keeping Your Informed with Financial News and Tips

Make 2023 IRA Contributions by April 18
February 6, 2023

You probably know that maxing out your retirement plan contributions each year can earn you a significant deduction on your income tax return. So if you forgot to contribute the full allowable amount(s), you might be kicking yourself right now as tax filing season begins. Well, we have good news:…

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5 States That are Friendly to Retirees
January 16, 2023

Once you retire, you will no longer be tied to a particular location due to your job. Many of us choose a new location for retirement, based upon proximity to family, climate, lifestyle, and other factors that are important to us. Have you considered taxes? Once you’ve transitioned to your…

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RMD Rules Will Change This Year
January 9, 2023

For many years, qualified retirement accounts imposed a rule on required minimum distributions (RMDs), so that account holders must begin RMDs at age 70 ½. The SECURE Act changed that age to 72, giving retirees a bit more time to allow their assets to grow before taking withdrawals. Now, the…

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5 Ways to Plan for Tax Season Now
December 12, 2022

With the holidays looming, who wants to think about filing their income taxes? That can wait until spring, right? Well, actually, tax planning should always be an ongoing practice. And that’s especially true at the end of the year, because certain actions must be taken now if you want to…

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