8 Year-End Planning Tips That Put You in the Financial Driver’s Seat

8 Year-End Planning Tips That Put You in the Financial Driver’s Seat

8 Year-End Planning Tips That Put You in the Financial Driver’s SeatRic Komarek, CFP
Published on: 06/12/2024

The year is coming to an end. It’s time to save on taxes and set yourself up for the new year. Use this month’s post to learn year-end financial planning tips

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Inherited IRAs in 2024: What Non-Spouse Beneficiaries Need to Know

Inherited IRAs in 2024: What Non-Spouse Beneficiaries Need to Know

Inherited IRAs in 2024: What Non-Spouse Beneficiaries Need to KnowRic Komarek, CFP
Published on: 30/10/2024

Inherited an IRA? New rules for 2024 could impact your finances. Learn about the 10-year rule, RMDs, and smart tax strategies to maximize your inheritance. Get expert insights from a CFP on navigating these changes.

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