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billmonte

January 11, 2021 By billmonte

The Rules on RMDs for Inherited IRA Beneficiaries

The-Rules-on-RMDs-for-Inherited-IRA-Beneficiaries

When you are named the beneficiary of an individual retirement account (IRA), and the IRA owner dies, you may think you've received a tax-free inheritance. Well, that's only partially correct. Under current tax law, the receipt of the inheritance is tax-free, but you are still …

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November 24, 2020 By billmonte

Caregiving and finances: it’s all in the family

Caregiving and finances its all in the family

Caregiving and finances: it’s all in the familyAs we begin the caregiving journey, we are mainly concerned about our aging parents’ well-being and safety. This can be a difficult time psychologically for adult children as they watch their parents, once vital and in charge, become frail and in need …

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November 24, 2020 By billmonte

What Biden Will Do: 24 Policy Plays to Expect From the Next Administration

What Biden Will Do 24 Policy Plays to Expect From the Next Administration

What Biden Will Do: 24 Policy Plays to Expect From the Next AdministrationThe Kiplinger Letter forecasts President-Elect Joe Biden’s biggest priorities -- and the likelihood of progress on them.After the various legal challenges play out, Joe Biden will almost certainly be president come Jan. 20, …

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November 24, 2020 By billmonte

December-2020

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November 24, 2020 By billmonte

November-2020

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