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Insights & Perspectives

What to Know About Inherited IRAs Thumbnail

What to Know About Inherited IRAs

Inheriting an individual retirement account (IRA) can be a great way to receive a financial boost from a loved one who has passed away. However, navigating the rules and regulations surrounding Inherited IRAs is often confusing, particularly given the recent updates brought about by the SECURE Act and SECURE 2.0 Act.

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Tax Planning in Turbulent Times Part 3: Tax-Wise Financial Planning Thumbnail

Tax Planning in Turbulent Times Part 3: Tax-Wise Financial Planning

In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments. Life happens. Often, we cannot predict its next moves. But we can weave each event into the tax-planning fabric of your financial life.

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Tax Planning in Turbulent Times Part 2: Tax-Wise Investment Techniques Thumbnail

Tax Planning in Turbulent Times Part 2: Tax-Wise Investment Techniques

In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning. It’s one thing to have the tools. It’s another to make best use of them. After all, the same paintbrush can create a valuable work of art, or a clashing mess on canvas. It all depends on how you use the brush.

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