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Holiday Surprise – Legislative Coal in Your Stocking?
Holiday Surprise – Legislative Coal in Your Stocking?

The so-called Secure Act was passed by Congress last week, bringing a mixed bag of changes impacting IRAs and IRA trusts. Our view is that many of our clients won’t consider the Act to be a wonderful gift, but rather a punishment by the legislative Grinches to spoil ...

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Blog posts in December, 2019

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