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The IRA charitable rollover is now permanent given President Obama’s signature on the tax bill on December 18, 2015. If you are age 70½ or older, and not in need of your required minimum [...]

Thank you for your participation in our October 2015 workshops To learn about the next workshops, please contact Krista Luera or 360.992.2789 What is offered at our workshops: Free Take-Away [...]