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From our team, partners & friends:
- Book: Tax secrets made simple by Ed Cotney
- Video: 5 tips for surviving the family business by Mike Balstad
- Whitepaper: The Great IRA Tax Grab by Ed Cotney
From the web:
- SECURE Act 2.0 Summary by Kiplinger
- The Great Wealth Transfer will radically change financial services by Forbes
- Time for Some Clients to Ditch Traditional IRAs by Ed Slott