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  • Environmental, social, and governance investing

    Environmental, Social, and Governance (ESG) investing is an investment process that takes into consideration environmental, social, and governance factors, in addition to typical financial and economic considerations, when making investment decisions.

  • Navigating your Medicare Options

    While outlasting your assets is a matter of disciplined saving and investing combined with the power of time, protecting your savings from health care costs requires you to make some careful choices based on a thorough understanding of Medicare—in particular, what it does and doesn’t cover.

  • The Three A’s of Retirement Income

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  • Techniques to help mitigate the loss of stretch IRA tax benefits

    Explore tax rule changes Setting Every Community Up for Retirement Enhancement Act.

  • Trusteed IRAs need to be reviewed under post-Secure Act rules

    One common estate planning technique for clients with large retirement plan balances is to designate a trust as the beneficiary of those accounts. However, those planning to use a trust or trusteed Individual Retirement Account (IRA) are encouraged to take a fresh look at their plans following the updated distribution rules of the SECURE Act1.

  • Funding the cost of college checklist

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  • Making a charitable gift? Consider a QCD

    Making a charitable donation is a commendable act and a great way to carry out your legacy, supporting a cause that is near and dear to you. If you are planning to make a charitable gift, it’s important to ensure you distribute the funds in a manner that is tax-efficient and aligns with your needs and goals. Explore whether Qualified Charitable Distributions (QCDs) could be a fit for your charitable donation.

  • Selling your business: How to take chips off the table while staying in the game

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  • Consider a backdoor Roth if you make too much to contribute to a Roth IRA

    A Roth IRA is an individual retirement account that allows a person to set aside after-tax income up to a specified amount each year. Both earnings on the account and withdrawals after age 59 1/2 are tax free if it has been at least five years since you first opened and contributed to your Roth IRA, regardless of your age when you opened it.

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