July

Traffic lights IRA RMDs Are Back for 2021: Make Sure You Understand the Rules
When considering your IRA, keep in mind that required minimum distribution (RMD) rules change from time to time, and both RMDs and withdrawal strategies can have tax consequences.
people on the beach Updating Your Beneficiaries: Why It’s So Important
The beneficiary designations you put in place for assets like life insurance, IRAs, retirement plans, bank accounts, commercial annuities and brokerage accounts take precedence over any other form of legal documentation, including your will.

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