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A proposed Congressional bill aims to relieve the tax burden on Social Security beneficiaries while also bolstering a key trust fund's finances so it remains fully funded for a longer period of time..
Here are some of the challenges that could lie ahead this year, plus some suggestions for how you might deal with them to help secure your financial future.
Baird’s director of advanced planning discusses Secure 2.0 changes that are phasing in next year, as well as strategies for Roth conversions and tax-savvy portfolio management.