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Recent Blog Posts
Estate Planning Under the New Tax Law: Opportunities and TrapsFebruary 10, 2020
The Tax Cuts and Jobs Act of 2017 (TCJA) is a significant tax reform measure that impacts all federal tax laws. And instead of repealing ...Read More
Choose Social Security Options Wisely or It Could Cost YouDecember 20, 2019
Did you know that 95 percent of retirees get it wrong when it comes to choosing when to start their Social Security benefits - and ...Read More
Don’t “Knock” the Backdoor Roth Conversion SolutionDecember 13, 2019
Roth IRAs are becoming increasingly popular savings vehicles as investors realize their utility in securing long term financial freedom as well as their availability to ...Read More