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Understanding Roth vs. Traditional Accounts: Choosing the Right Option

How to Select the Right Retirement Account for Your Future Goals   Retirement planning often involves choosing the right IRA for you, whether that be a Roth or a Traditional account. Both options offer tax advantages, but the top choice for you depends on factors...
IRS Issues Warning on TikTok-Promoted Trusts

IRS Issues Warning on TikTok-Promoted Trusts

IRS has issued a Chief Counsel Memorandum (CCM) – AM 2023-006 (August 9, 2023) warning people about the proliferation of incorrect information regarding so-called “NICDS” (non-grantor, irrevocable, complex, discretionary, spendthrift trusts). IRS says that several...

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A Cautionary Tale of Estate Planning

A Cautionary Tale of Estate Planning

Weekly Update – 8/16/23 It was a significant moment etched in history—August 16, 1977—when the world mourned the loss of the iconic "King of Rock ‘n’ Roll," Elvis Presley, whose passing was attributed to a sudden cardiac arrest. In a manner similar to other well-known...

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