by Joe Allaria CFP®, MBA | Nov 10, 2018 | Retirement Planning, Video
What Can I Do with an Inherited IRA? Understanding Your Options for an Inherited IRA If you’ve become the beneficiary of an IRA or other retirement account, it’s important to know your options. Option 1: Taking a Lump-Sum Distribution You can take the...
by Joe Allaria CFP®, MBA | Oct 11, 2018 | Tax Planning, Video
How to Prepare for Taxes at the End of the Year Year-End Tax Planning Tips Here are some tips to help you lessen your tax burden at the end of the year. 1. Stay Informed About Upcoming Tax Law Changes First, be aware of any tax changes that will take place in the new...
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