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Required Minimum Distributions (RMDs) and Coronavirus-Related Distributions in 2020 As you may know, Required Minimum Distributions (RMDs) are required by tax law to be taken out of your IRA balances each year when you reach the age 72 (70.5 if you were born before July 1, 1949); however, due to the Coronavirus pandemic, you may consider changing your RMD plan in 2020. -
Financial Challenges When Raising Children with Special Needs All children have their own unique personalities, character traits, gifts, and limitations. As parents we find joy in their unique personalities, embrace certain character traits and refine others. We help to cultivate their gifts and help them overcome their limitations. -
Families and Young Investors Should Consider These Financial Planning Opportunities The Coronavirus has presented many unique challenges to every world citizen. In response to the spread of COVID-19, a number of relief options have been made available to American taxpayers in an attempt to financially navigate our challenges. -
In The News | July 27, 2021 Dean Russell was recently featured in the Kansas City Star, highlighting the importance of Guardian and Successor Guardian planning for families with special needs. -
Enhancing The Value of Your Business Ahead of Your Succession Plan Just as you cleaned house before you put your home on the market, business owners need to “clean house” before putting their business on the market. They need to put themselves in the shoes of a potential buyer. What would a potential buyer (and the potential buyer’s legal counsel) want to see when they inspect your business?
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