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Maximize your retirement savings by minimizing your taxes

The coordinated use of taxable, tax-deferred and tax-free retirement accounts is critical to your post-working success and requires intentional planning. ....

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A few notes on qualified charitable distributions from IRAs

Certain IRA holders have the opportunity to make tax-free distributions from their IRAs to qualified charitable organizations. For tax-free eligibility, the Qualified Charitable Distribution (QCD) must be sent directly from ....

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