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What to Do if You Inherit an IRA

What to Do if You Inherit an IRA

Before the SECURE Act was passed in 2019, it was generally allowed for people to withdraw their inherited Roth IRA money over their lifetime, with the money growing tax-free. However, now, this rule has changed. The SECURE Act now states that the beneficiaries of an...
Maximizing Your Tax Refund

Maximizing Your Tax Refund

Tax season can be a daunting time of year, but it doesn’t have to be. With a little planning and preparation, you can get the most out of your tax return and make the process as stress-free as possible. Here are some tips to help you maximize your tax refund:...