With unusual bipartisan cooperation, Congress passed and on 12/29/2022 the President signed the SECURE Act 2.0. It expands the sweeping retirement law changes …
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Miscellaneous
Solving a New Brokerage Account Problem
Clients have alerted me to a new problem in naming beneficiaries on brokerage accounts, both retail investment accounts and IRAs. Some brokerage companies …
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No Surprise Medical Bills
“Surprise medical bills” are never a good surprise. They happen when you can’t control who provides your medical care – like when you have emergency care or …