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Daily Archives: February 24, 2020

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  3. February
  4. 24

Buy/Sell Agreements

Business Owner/Self Employed, Estate, Insurance, VideoBy Editorial TeamFebruary 24, 2020

In this episode of our Small Business Minute, Research Analyst Nick Antonucci, CVA, CEPA, discusses buy/sell agreements and how it can protect both the business and business owners should something happen to an owner and his or her interest in the company need to be sold.

The Peace of Mind of Having Money When You Need It

Case Study, Featured, Personal FinanceBy Editorial TeamFebruary 24, 2020

The “Money Talks” experts team up to discuss the Henssler Ten Year Rule and how it applies to moving money to fixed investments prior to retirement.

Is It Time to Review Your IRA Estate Planning Strategies?

Is It Time to Review Your IRA Estate Planning Strategies?

Blog, Estate, TaxBy Editorial TeamFebruary 24, 2020

The SECURE Act substantially restricts the “stretch” IRA provision. We explain the new rules and notable exceptions.

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