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Aug 17, 2020

Act NOW: CARES Act Rollover Relief

According to the IRS, if you've already taken your RMD, there is still time to replace that distribution and avoid the tax burden. The ability to return the unwanted RMDs only applies to the amount of the RMD withdrawn — and it must be completed by August 31.

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Aug 10, 2020

RMDs Are Suspended For 2020, What if I Already Took Mine?

Did you take your required minimum distribution before the CARES Act was signed into law? How does the legislation affect your RMD?

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Jan 13, 2020

What You Need to Know about the SECURE ACT

The SECURE Act was passed late last year, and it made significant changes that will impact everyone, from young families to retirees. So, how does this new law affect your IRA, minimum distributions, charitable giving, and more?

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