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CONGRATULATIONS, YOU HIT THE JACKPOT! YOU’RE RICH!

By Taryn Larkin Many of us dream of winning the lottery. But what would you do if that dream became a reality? If you are READ MORE

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CONGRATULATIONS, YOU HIT THE JACKPOT! YOU’RE RICH!

By Taryn Larkin Many of us dream of winning the lottery. But what would you do if that dream became a reality? If you are READ MORE

A Dozen Qualified Charitable Distributions Facts

By: Kathleen Bowlby Qualified Charitable Distributions (QCDs) are distributions made directly to a charity from your IRA account. The primary tax benefit is that the READ MORE

6 Proactive Estate Planning Strategies

Most peoplearen’t currently exposed to the federal estate tax – thanks to the generous unified federal estate and gift tax exemptions. However, there are still READ MORE

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