August 4, 2025
Unlocking the Power of the One Big Beautiful Bill Act
You have probably heard that the One Big Beautiful Bill Act (OBBBA) increased the amount people can leave loved ones without paying a federal estate tax....
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July 24, 2024
MYGAs: Earn with Certainty
Annuities are a common way for clients to save for retirement with tax advantages. One type of annuity that’s very popular with clients today is the…
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July 24, 2024
The Answer, My Friend, Is No Longer Blowin’ in the Wind
On July 19, 2024, the Internal Revenue Service and the Treasury Department published Required Minimum Distributions Final Regulations. The regulations are effective as of September 17,…
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July 18, 2024
An Unprecedented Opportunity to Grow Your Business
With the SECURE Act, small businesses could be eligible for tax credits, and employer contributions to SIMPLE IRAs and SEP IRA plans are tax deductible! A…
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July 18, 2024
Schedule Success: Navigating Benefit Fairs, Orientations, and Meetings with the Present! Toolkit
Building relationships with employers is the essence of the 403(b) business. Creating a meaningful presence in districts and schools and establishing credibility over time is crucial…
