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Early planning on qualified charitable distributions can mean bigger tax savings
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When required minimum distributions begin, QCDs can reduce or eliminate the income tax on the RMD income — if the timing is right.
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The IRS answers a crucial penalty question for missed RMDs
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The tax collector says there will be no 50% penalty for missed 2021 and 2022 RMDs for beneficiaries subject to the 10-year rule.
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Outline - IYM - Financial Planning I - Laurie Dubchansky - Fall 2022
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“Financial Planning I” Presentation by Laurie Dubchansky for the Fall 2022 workshop series
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Outline - IYM - Financial Planning II - Carl Lachman - Fall 2022
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“Financial Planning II” Presentation by Carl Lachman for the Fall 2022 workshop series
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Ask First Form: Carl Lachman
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2021: ASK First Form signed by Carl Lachman
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Ask First Form - Dave Hutchison
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2022: ASK First Form signed by
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Outline: IYM - Investment World - Jared Ong & Kerrie Lloyd - Fall 2022
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Investment World” Presentation by Jared Ong & Kerrie Lloyd for the Fall 2022 workshop series
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Ask First Form - Kerrie Lloyd
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2022: ASK First Form signed by Kerrie Lloyd
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