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Personal Planner

IRA and 401(k) Designated Beneficiary Options Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at just under 4% at age 71 and then slowly increase, many IRA and 401(k) plans will continue...

Washington News

Social Security Benefits Increase by 2.8% in 2019 The Social Security Administration recently announced the cost-of-living increase for Social Security benefits in 2019. The 2.8% increase is the largest boost in six years. The cost-of-living increase was 0% in...
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