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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
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  • Biggest Social Security Changes for 2022
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  • 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

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Contact Number: (602) 697-3890

jerry@jgmfinancial.org

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