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- NET UNREALIZED APPRECIATION AND QUALIFIED CHARITABLE DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAGMay 16, 2024By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Question: I need guidance on a new client with the […]
- WHAT YOU NEED TO KNOW ABOUT COMMUNITY PROPERTY AND YOUR IRAMay 15, 2024By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport What do you get when community property mixes with your IRA? […]