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Daily Archives: October 13, 2023

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In the News: The new inherited IRA landscape — navigating tax changes

Featured, In The NewsBy Editorial TeamOctober 13, 2023

As seen in the Marietta Daily Journal, Bil Lako, CFP® explains why you should consult a financial adviser and CPA for guidance on managing your non-spousal inherited IRA effectively. The wrong move could impact your taxes, potentially pushing you into a higher bracket.

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