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March 2017

Cover: Maximize Income From Dividends


  • RMDs and an IRA Annuity


  • Cut Your 2016 Tax Tab
  • ‘Nanny Tax’ for Caregivers
  • Your Questions Answered
  • Information to Act On

Your Health

  • Impact of ACA Repeal

Charitable Giving

  • Skinny on QCD Move

Estate Planning

  • Roth IRA Benefits Heirs


  • Network With LinkedIn








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