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How Long Do You Have to Keep Tax Records?
Weekly Market Commentary
IRS NEEDS TO CLARIFY ANNUAL RMD REQUIREMENT UNDER THE NEW REGULATIONS
Weekly Market Commentary
How the Fed’s Rate Hikes Will Affect Your Finances
REQUIRED MINIMUM DISTRIBUTIONS (RMDS): TODAY’S SLOTT REPORT MAILBAG
A DOZEN QCD FACTS
INVESTING YOUR IRA IN CRYPTO
April 2022 Market Review and Outlook
Weekly Monthly Commentary
How to Live Your Best Life: The Overlooked Habits of Happy Aging
RMD WITHDRAWALS AND THE 10-YEAR RULE: TODAY’S SLOTT REPORT MAILBAG
401(K), 403(B), 457(B): DOES IT REALLY MATTER?
FIRST DOLLARS OUT RULE AND THE STILL-WORKING EXCEPTION
Weekly Market Commentary
Biggest Social Security Changes for 2022
401(K) PARTIAL ROTH CONVERSIONS AND USING QCDS TO OFFSET RMDS: TODAY’S SLOTT REPORT MAILBAG
UNDERSTANDING THE SAME PROPERTY RULE
TAKE ADVANTAGE OF CATCH-UP CONTRIBUTIONS!
Weekly Market Commentary

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Surprise, AZ Office:
15331 W. Bell Road, Suite #212
Surprise, AZ 85374

Contact Number: (602) 697-3890

jerry@jgmfinancial.org