Convert a 529 Plan to a Roth IRA?
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Beginning in 2024, beneficiaries of college 529 savings accounts are authorized to rollover up to $35,000...
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Real Estate Fraud and a Tool to Protect Yourself
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The rise of fraud in land transactions is increasing, and as a result, the need to adapt is vital to protect your property.
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Estate Planning: How to Get Started
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Some people may be under the impression that creating an estate plan is a lengthy, difficult process and do not know where to start. Fortunately, the estate planning process is much easier than you may think.
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Corporate Transparency Act: Looking Ahead
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If you own a business, are you prepared to comply with the new federal rules on corporate transparency? The Corporate Transparency Act (CTA) is aimed at combatting money laundering and other criminal activity, but its broad sweeping rules will affect many traditional businesses.
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Social Security Survivor’s Benefits – Consider Your Options
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If you have lost your spouse but haven’t yet reached full retirement age, be sure you aren’t leaving significant Social Security benefits on the table before making final decisions about your claim. There may be an opportunity for increased Social Security benefits and so it’s prudent to...
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IRS Forms 1099-NEC and 1099-MISC. Is Your Business Ready?
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If you own a business or are self-employed, you are required to send an IRS Form 1099-NEC or a 1099-MISC to...
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1251 W. Glen Oaks Lane, Mequon, WI 53092
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