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  6 things to review for 2024

  6 Items to review as we enter 2024

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  ADV

  Form ADV Part 2A and 2B

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  HealthSavingsAccounts

  Overview of Health Savings Accounts

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  Smarter Bear - Inherited IRA chart

  The rules for Inherited IRAs and RMDs have gotten more complex - here are some flow charts that help navigate the complexity.

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  Smarter Bear TCJA

  Potential changes to taxes in 2026 and some strategies to minimize the impact

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