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Browsing Tag

tax professional

2 posts
PPersonal finance
I inherited my mom’s IRA and must take $10K in 2025 RMDs, but there’s no cash. What should I liquidate?
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I inherited my mom’s IRA and must take $10K in 2025 RMDs, but there’s no cash. What should I liquidate?

  • December 14, 2025
Dealing with the death of a loved one is hard enough. Having to navigate the complexities of inherited…
PPersonal finance
I’m 64 and hope to retire soon but I've heard horror stories about unexpected costs. What am I not accounting for?
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I’m 64 and hope to retire soon but I’ve heard horror stories about unexpected costs. What am I not accounting for?

  • July 29, 2025
At 64 you may feel ready to swap office fluorescent lights for morning walks. However, it’s good to…
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