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How the IRS's New Rules Could Reshape Your Family's Inheritance

How the IRS's New Rules Could Reshape Your Family's Inheritance

If you think inheriting a retirement account means a no-strings windfall, think again. Starting in 2025, the IRS is tightening the rules on inherited IRAs, and a missed step could cost your family thousands in taxes and penalties. Whether you're planning to leave money behind or expecting to receive it someday, understanding the new 10-year rule could be the difference between preserving a legacy and watching it slip away.

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6 Reasons Not to Rely Solely on Social Security Benefits for Retirement

6 Reasons Not to Rely Solely on Social Security Benefits for Retirement

Planning for retirement is a crucial step for every working American. Understanding Social Security, how it works, and why you shouldn?t rely solely on it for retirement is essential. Additionally, knowing how to check your future retirement benefits can help you make more informed decisions. Let's dive into this topic and explore the details.

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