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November 20, 2017

Tax Strategies for Required Minimum Distributions (RMD’s)

By Christopher Wills, CPA, CFA®, CFP® Decoding tax and insurance jargon can be as difficult as learning another language. We recently encountered a scenario that helped our clients save money with a specific strategy for their Required Minimum Distributions (RMD) that will save significant Medicare Part B Premiums. If you or your spouse are nearing...
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