How the SECURE Act 2.0 Changed RMDs
In the final days of 2022, Congress passed the SECURE Act 2.0, a new set of rules designed to help…
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Over-funded 529? Tax-Free Route to Roth Savings
Many families turn to 529 plans to save for education, but what happens if the account is overfunded? What if…
The One Big Beautiful Bill and You
On July 4, the One Big Beautiful Bill was signed into law at a White House ceremony. This domestic policy…
Irrevocable Life Insurance Trusts
“I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for…
IRA Withdrawals that Escape the 10% Tax Penalty
The reason withdrawals from a Traditional Individual Retirement Account (IRA) prior to age 59½ are generally subject to a 10%…
Ethiopia’s New Chapter: From Ancient Heritage to the Ethiopian Securities Exchange (ESX)
Ethiopia is home to some of the world’s oldest stories – most notably, Lucy, the 3.2-million-year-old hominid fossil that reshaped…