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Contact: Brian East, CFP®In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
This calculator can help you determine whether you should consider converting to a Roth IRA.
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