The articles below offer general information, opinions, and forecasts and should not be considered advice.
Planning Article
July 2024 – By Bob Veres
The Summer Olympic games are coming, from July 26 through August 11. Paris is the host city, although many of the events will be happening in other French venues. For example, the equestrian events will be held on the extensive grounds of Versailles, where the French kings decanted for their summer vacations.
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July 2024 – By Kyle Rohrwasser
After being up in the air for the last few years the IRS has finally solidified its rules regarding Required Minimum Distributions “RMDs” and the 10-year rule for beneficiaries. Covid created lots of uncertainty, not only economically but also via tax rulings. Common changes came from the CARES Act that was enacted in March of 2020. Major changes of rules came in the form of extending RMD ages and creating a 10-year distribution rule.
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July 2024 – By Bob Veres
Inflation impacts all of us in a number of ways, not just in a steady rise in the prices of the things we buy every day. One of the most complicated is how the monthly/annual inflation rate influences our interest rates—the rate at which we borrow money.
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