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Protecting Seniors from Holiday Scammers

With the holiday season fast approaching, it’s not just family and friends that are all around us; the scammers are waiting in the shadows as well....more

11/29/2022  /  Elder Issues , Email , Fraud , Scams

Tax Planning Before Turning 70: What You Should Know About RMDs

Tax payers aged 70 ½ or older this year must take a Required Minimum Distribution, or RMD, from their traditional IRAs (Individual Retirement Arrangements), SEP (Simplified Employee Pension) IRAs, SIMPLE (Savings Incentive...more

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