Business

Roger Green, MSFS,CFP®

Unlike a simple monetary inheritance, when someone dies and leaves an IRA (Individual Retirement Account) to a beneficiary, there are several distribution options and important deadlines that must be met to avoid problems with the distribution and to avoid potential tax penalties.

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Jennifer Adams

Buying your first home can be intimidating. Not only is it one of the biggest financial commitments of your life, navigating the process can be confusing. Are you in the military or a veteran? If so, you’re entitled to VA loan benefits that can help make buying your first home much more manageable.

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Roger Green, MSFS,CFP®

As the saying goes, the only two certainties in life are death and taxes. Unfortunately, both are inevitable and unavoidable. If you plan properly, however, you may lessen the hardship on those you leave behind.

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