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Year End Tax Tips

As of this writing, Congress is attempting to reform our tax code. While changes are common with every new presidential administration, an initiative so transforming as to be called “tax reform” is quite unusual — the last major tax overhaul happened during the Reagan administration in 1986.1 According to Fox News, some who may benefit…

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Update on the DOL Fiduciary Rule

In August, the Department of Labor (DOL) proposed to delay the launch of the final portion of the new “fiduciary rule” until July 2019. Part of the rule went into effect in June of this year, mandating that any financial professional making financial recommendations to a client with regard to an individual retirement account (IRA)…

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