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Becky 2023

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Tax and Financial Tips

Expanded Exceptions to 10% on Early Retirement Plan Withdrawals
Do you have unused funds in your child’s 529 account?
Required Minimum Distributions (RMD) on Inherited IRAs
Matching Student Loan Contributions
Roth 401(k) RMD?
Do you have money stuck in a 529 plan?
Qualified Charitable Distributions
Required Minimum Distributions Now Required at Age 73
A One Time Qualified Charitable Distribution
New Exceptions for 10% Early Distribution Penalty
New Roth Options
New Statute of Limitations
Reduced Penalties for Missed RMDs
New RMD Starting Ages
Incorporating Cost Segregation into Your Real Estate Investment Strategy

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