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23 results on '"Foss, Mary"'

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1. Change for Beneficiaries of Retirement Plans

2. Estate Tax Tinkering: Portability in the Not-so-boring Twenties

3. A 'FINAL' RETURN: Income Tax Planning for a Client's Passing

4. Taxing Decisions: Estate Planning & Battling Rising Education Costs

5. It Ain't Easy

6. What's In SECURE? It's Not Just About Retirement Enhancement

7. Sec. 67 Rundown: How to Handle Excess Deductions After 2017

8. Did You Know...? Estate Planning Facts for You and Your Clients

9. What to trust: update on portability and trust strategies

10. The year of the gift tax: now is the time to lock in estate tax savings

11. Roth IRA changes: conversions in 2010 and beyond

12. Breaking up: income tax aspects of retirement plan divisions

13. Back to school: following the PATH for higher education funding

14. Shifting focus: estate planning transformed

15. Planning to Avoid Tax on Early Distributions

16. The magic age: planning for life after age 70.5

17. Certain uncertainty: what is happening to estate and gift taxes?

18. Penalty free: steps to help your senior clients avoid RMD penalties

19. New IRA trust rulings: IRS making it difficult to use 'separate share' trusts

20. The Bypass Trust: Using Disclaimers to Manage Large IRA Balances

21. Calculate basis for immediate tax savings

22. The opportunity that wasn't. (Federal Taxes)

23. Divorce and the qualified retirement plan.

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