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Tag: Retirement Plans

We Want to Draft Your Legacy

RMD Formula Changes for First Time in 20 Years

July 14, 2022 •
The IRS has good news for retirees: you can now keep more money in your tax-deferred retirement accounts thanks to lower required minimum distributions (RMDs).
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How to Make Beneficiary Designations Better

September 10, 2020 •
Beneficiary mistakes can result in retirement plan assets being transferred to unintended beneficiaries.
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