Yes indeed, it's that time of year again, time to do some year-end planning with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. There's a lot to unpack, and keep in mind that there could still be some changes coming with the latest version of the SECURE Act.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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