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Tax-loss harvesting and charitable contributions can lower what retirees owe the IRS.
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“Charitable Opportunities” Presentation by Lindsey Jacobs for the Fall 2022 workshop series
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“Charitable Opportunities” Presentation by David B. Moore for the Fall 2022 workshop series
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Just 34% of adult Americans have an estate plan and 37% of respondents said they didn’t have a plan at the ready.
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“Equity and Fixed Income Investing” Presentation by Dave Hutchison for the Fall 2022 workshop series
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Clients don’t have to sell stocks in their individual retirement accounts to take their required minimum distributions.
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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 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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“Financial Planning I” Presentation by Laurie Dubchansky for the Fall 2022 workshop series
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“Financial Planning II” Presentation by Carl Lachman for the Fall 2022 workshop series
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