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Recent Articles
Inherited IRA, Losses and Donations
Did Uncle Sam Get Too Much?
Tech: A Rant and a Dream
I-Bonds, RMDs and Extensions
Safety and Simplification
Phishing Scams and Amended Returns
Michigan’s Retirement Income Tax
Cash, Conversions and Payments
IRA Distributions, Savings and Taxes
Holiday Financial Planning: Year-End Checklist
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310 W. Front Street Suite 406
Traverse City, MI 49684
(231) 947-3775
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