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    • How to plan for taxes before and after retirement

      How to plan for taxes before and after retirement

      The Tennessean via Yahoo Finance· 2 days ago

      The major benefit of saving in a Roth, along with no required minimum distributions in retirement) is the potential to pay taxes at a lower rate today...

    • Wealth Management Update June 2024

      Wealth Management Update June 2024

      The National Law Review· 2 days ago

      The June Section 7520 rate for use in estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.60%, an increase from the May rate of 5.40%....