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Those who have inherited an IRA since 2020 may be finding it a challenge to keep up with evolving account distribution requirements and IRS messaging. Distribution rules the IRS proposed earlier this year only added to the confusion. Below are some common questions...

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In his latest venture, Jeff Levine has teamed up with financial heavyweight Ed Slott of Ed Slott and Company to launch a brand new, consumer-friendly podcast, The Great Retirement Debate. In each episode, Jeff and Ed will go head-to-head knocking out critical topics...

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The holidays usher in a joyful time of family gatherings, holiday parties, fun with friends and the promise of a bright new year. But before you put a bow on 2022, there are a few financial housekeeping tasks that you should review. From my experience with clients, I...