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SECURE Act 2.0 Explained

SECURE Act 2.0 Explained

The SECURE Act 2.0 would make some significant changes for retirement savers. Its key initiatives would delay RMDs, encourage employees to save more and start saving earlier, and lower retirement plan costs for small businesses. Here are the notable proposed measures and how they could affect you.

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5 Tips to Avoid Common S Corporation Mistakes

5 Tips to Avoid Common S Corporation Mistakes

The S Corporation has become one of the most popular entities for small business owners because it offers many of the protections of incorporation without being subject to some of taxes faced by other kinds of companies. But with all its benefits, we find a few mistakes that many business owners make. We collaborated with Chet Syversen, owner of Curated Accounting, to bring you 5 tips to avoid these common mistakes.

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6 Keys to Successful Investing

6 Keys to Successful Investing

What separates successful investment strategies from those that fail? It’s usually not expert stock picking or timing the market – it’s leveraging what you control to your advantage. There are some things we don’t control: the market, tax laws, and inflation rates. But there are many things we do control: saving, spending, and sticking to your investment strategies. These 6 steps can help build an investment strategy based on what you can control.

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Do I Need Life Insurance?

Do I Need Life Insurance?

Who depends on you? Family, employees, charitable organizations? How would they be provided for if you died and your income stopped? Life insurance is a way to transfer this risk to an insurance company. Here’s a simple breakdown of the types and applications of life insurance.

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How to Prepare for the Biden Estate Tax Increases

How to Prepare for the Biden Estate Tax Increases

The Biden administrations has proposed big tax law changes, with some of the most sweeping changes being made to taxes on assets passed on at death, often called estate taxes. Here’s a summary of the most notable proposals and strategies to consider if they are passed into law.

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