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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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XY Planning Network is filing a series of two Petitions for Rulemaking to the SEC, to take up again the 2007 Proposed Rule and to modernize Section 208(c) of the Advisers Act.
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NAIC leader touts increased protections; consumer advocates say measure falls short
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In keeping with the times, it appears that the practice of cold-calling is out and using social and business networking platforms like LinkedIn is in.
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Details regarding the series 7, 24, 63 and 65 license and exam.
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Cut through the clutter to find what’s right for you
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“Retirement Account Planning” Presentation by Michael Simon for the Spring 2022 workshop series
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2022: ASK First Form filled out by Michael Simon
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“Investment World” Presentation by Michael Allbee & Paul Horn for the Spring 2022 workshop series
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2022: ASK First Form filled out by Paul Horn
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