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News, Insight and Opinions

New Spending Package Includes Sweeping Retirement Plan Changes (SECURE Act)

  • 010920
  • 4 minutes

The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade. Should you revisit your estate planning strategies?…

Tax Planning for the Self-Employed

  • 022619
  • 4 minutes

If you're self-employed, you'll need to pay your own FICA taxes and take charge of your own retirement plan, among other things. Here are some planning tips.…

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