Weekend Reading For Financial Planners (Nov 5-6) 2022
CFO News Room
NOVEMBER 5, 2022
We also have a number of articles on taxes and end-of-year planning: The importance for advisors of understanding current RMD rules to ensure their clients take the proper distributions (and avoid a 50% penalty in the process!). He has an MA from Johns Hopkins University and a BA from the University of Virginia.
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