This case study aims to provide a clear understanding of the tax implications of inheriting each asset type, including distribution rules, the lifetime
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This case highlights the necessity of conducting annual financial reviews with a financial advisor to ensure that financial strategies align with changing
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The SECURE Act altered the rules surrounding inherited IRAs, particularly concerning the "stretch IRA" strategy, which allowed beneficiaries to take required
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It's Not How Much You Make, But How Much You Keep
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Believe it or not, one of the things that we rarely get asked is how we manage portfolios.
I’m not exactly sure why that isn’t a popular topic of conversation
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Individual Retirement Accounts (IRAs) stand as powerful tools for securing a comfortable and financially stable retirement. Contributing to an IRA not only
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In this article, we will explore the income tax and estate tax consequences of retirement location choices and delve into the impact of what some affectionately
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Investing in your child's future is one of the most rewarding financial decisions you can make. While college savings accounts are common, setting up a Roth IRA
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Kick off 2024 with a fresh look at your financial goals and strategies. Check out these suggestions from The Pitti Group Wealth Management.
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There seems to always be confusion about spousal Social Security benefits. Learn when to take it and how much spousal benefits can be claimed.
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Wondering when to take Social Security? Consider these 10 key factors before making your decision.
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In this article, we will delve into the intricacies of capital gains, the impact on your investments, the tax implications, and how losses can be managed.
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