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Tag: IRA

Making an Estate Gift Using Your IRA: A Simple and Tax-Efficient Way to Leave a Legacy

Making an Estate Gift Using Your IRA: A Simple and Tax-Efficient Way to Leave a Legacy 

For many individuals, retirement accounts like IRAs (Individual Retirement Accounts) are among the most significant financial assets they accumulate over a lifetime. While these accounts are designed to provide income…
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Give Using Your IRA

Give Using Your IRA

Did you know there are special tax and other benefits from making gifts from retirement account assets? It’s true! Consider this tax-free gift through your individual retirement account (IRA) for…
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