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If your clients are receiving IRA distributions, they have the option of recalculating their life expectancies—which could dramatically increase their payoff over the long term.
The bear market has created a potential "distribution trap" for many IRA holders. However, a ruling issued by the Treasury offers some tax relief to clients in danger of depleting their accounts.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025