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Resource Library

Insightful articles, guidebooks, videos and more from our Roundtable team of specialists and advisors.

Tax Reform: Senate Tax Bill, Amendments Released as House Eyes Vote

Things are moving quickly in Washington—at least where tax reform is concerned.

On November 9, the Senate GOP released their version of a reform bill and are...

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Tax Loss Harvesting Season: What You Need to Know

The April deadline for filing taxes can be misleading. Some filers are lulled into thinking that decisions about their taxes can be made next year. That can...

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4 Ways to Reduce RMDs

Required minimum distributions (RMDs) require special attention. The rules surrounding how and when to take them are complicated and arcane, and taking RMDs...

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Tax Reform Update: House GOP Bill Explained

House Republicans released a draft of their tax bill, dubbed the “Tax Cuts and Jobs Act,” on Thursday, November 2. At a whopping 429 pages, it’s a key first...

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Your Burning Medicare Open Enrollment Questions Answered

It's that time of year again. The leaves are changing colors, the temperature is getting colder and you are looking into your Medicare policies for the upcoming year. Yes, you read that correctly.

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Free Guidebook

4 Vital Strategies to Keep Every Social Security Dollar You Deserve

Free Guidebook

5 Baby Boomer Strategies for Retirement Success