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Posts tagged ‘IRA’

Death, Divorce, Retirement—and the Tax Cut and Jobs Act



As our team travels the country, we often run into unique circumstances that lead us to strategies we believe will help our customers. Whether it’s an unexpected tax law change or life event, the beginning of 2018 reminds us of the old axiom, “the only constant in life is change.” Like many…

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A New Year Presents New Planning Opportunities



Happy New Year from the Principal Advanced Retirement Team. The beginning of the year presents a fantastic opportunity to start fresh. It’s also a great time to look at your financial situation and find opportunities. Here are few things to consider based upon the tax code in your 2018 planning:…

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