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Keith Richardson CPA, CFP, PFS
Oct 27, 20203 min read
Five Strategies For Tax-Efficient Investing
Learn several ways to potentially lower your tax bill through tax-efficient investing. You may be able to use losses within your...
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Keith Richardson CPA, CFP, PFS
Oct 20, 20208 min read
Regulation Best Interest and Rollover Considerations: Employer Plan to IRA
On June 5, 2019, the SEC adopted Regulation Best Interest (Reg BI) under the Securities Exchange Act of 1934. Reg BI establishes a “best...
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Keith Richardson CPA, CFP, PFS
Oct 13, 20204 min read
Planning for Your Estate Taxes, Now and Later
You may be surprised to learn that there are several ways you could end up paying unnecessary taxes after your death. Strictly speaking,...
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Keith Richardson CPA, CFP, PFS
Oct 6, 20202 min read
IRS Extends Rollover Deadline For 2020 RMD'S
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport The IRS has extended the rollover deadline for required minimum...
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