How 529 College Savings Plans Can Also Act As An Estate Planning Tool
When most people think about 529 College Savings Plans, they immediately see them as a tool to help achieve the goal of saving for...
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Steve Stern
- Dec 3, 2021
- 4 min
IRA Beneficiary Rules Directly From the IRS
Know what to do if you inherit an IRA from a spouse or someone else As we get older, it is likely that we might inherit an IRA from mom...
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Steve Stern
- Nov 8, 2021
- 3 min
Inflation is Not a Hidden Tax – It’s a Very Real Tax
Bracket Creep accounts for a real tax increase in about half of the 50 states We’ve all heard the saying that inflation is a hidden tax....
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