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Fall 2014 Quarterly Update

Nov 01 2014
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Our latest, quarterly newsletter is now available.  This issue contains information on IRA rollover rule changes, UCC1 Financing Statement expiration timeframe, Withholding Notice for clients receiving periodic distributions, and features information on proper management of income and expenses if you own Real Property within your IRA.

Summer 2014 Quarterly Update

Jul 15 2014
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Our latest, quarterly IRA newsletter is now available.  This issue contains important information on rollovers available within a 12 month period, inherited IRA assets, beneficiary designations, and the deadline to set up and fund a Simplified Employee Pension (SEP) Plan.