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February 2016

Cover Story: Ease the Pain of Health Care Costs


  • Closed-End-Fund Bargains

Managing Your Finances

  • Options to Boost Benefits
  • Debate Over Fiduciary Rule
  • Helping Younger Generations


  • IRA Direct Transfer to Charity
  • 60-Day IRA Rollover Rule
  • Snowbirds Flee Taxes

Estate Planning

  • Hosting a ‘Living Funeral’

...and much more!








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