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Special Situations Articles

 

Monthly Economic Update | July 2021

Monthly Economic Update | July 2021

Posted by on July 01, 2021

Take a look at the economic update for July 2021.

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The IRS Extends Additional Tax Deadlines

The IRS Extends Additional Tax Deadlines

Posted by on April 08, 2021

The IRS has settled on May 17, 2021 as the deadline for contributions to individual retirement arrangements (IRAs and Roth IRAs), health savings accounts (HSAs), and Coverdell education savings accounts.

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Inflation Boogeyman

Inflation Boogeyman

Posted by on March 31, 2021

Inflation has emerged as one of the top financial concerns for investors as they size up the economy for the rest of the year.

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Weekly Economic Update | March 29, 2021

Weekly Economic Update | March 29, 2021

Posted by on March 30, 2021

Take a look at the economic update for March 29, 2021.

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Life Insurance with Extended-Care Riders

Life Insurance with Extended-Care Riders

Posted by on March 29, 2021

The COVID-19 pandemic has changed extended-care policies. While the specific policy information varies from company to company, in general, the pandemic has made it more difficult to qualify for extended-care policies.

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Weekly Economic Update | March 22, 2021

Weekly Economic Update | March 22, 2021

Posted by on March 23, 2021

Take a look at the economic update for March 22, 2021.

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COVID-19 Relief Bill Signed Into Law

COVID-19 Relief Bill Signed Into Law

Posted by on March 17, 2021

The House of Representatives passed a $1.9 trillion relief package focused on economic relief following the COVID-19 pandemic. The bill was signed into law at the White House on Thursday.

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Weekly Economic Update | March 8, 2021

Weekly Economic Update | March 8, 2021

Posted by on March 09, 2021

Take a look at the economic update for March 8, 2021.

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Monthly Economic Update | March 2021

Monthly Economic Update | March 2021

Posted by on March 01, 2021

Take a look at the March 2021 economic update.

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The New Inherited I.R.A. Rules

The New Inherited I.R.A. Rules

Posted by on February 25, 2021

New inherited I.R.A. rules took effect on January 1, 2020. The Setting Every Community Up for Retirement Enhancement (SECURE) Act became law on that day, altering the regulations on inherited Individual Retirement Account (I.R.A.) distributions.

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