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Tag: Roth IRA

Accounting / Tax

IRAs and the SECURE Act. Should You Change Your Strategy?

Last December, the imaginatively named Setting Every Community Up for Retirement Enhancement (SECURE) Act became law. The SECURE Act was intended mainly to expand opportunities for individuals to increase their …

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    Insights & News

    • Itemized Deductions: How the “One Big Beautiful Bill” Changes the Math
    • Stop Tax Fraud in Its Tracks: The IRS’ Top Recommendations for Identity Theft Prevention!
    • Get Ready for Tax Season! Documents You Need to Take Advantage of New Deductions this Year!

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