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This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
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This article explains how the COLA not only helps current beneficiaries, but also may increase future benefits for those who are not yet receiving Social Security payments.
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Discover exceptions to the federal income penalty for early withdrawals from tax-advantaged retirement accounts, including new exceptions added by the SECURE 2.0 Act.