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Year End Giving
Doing good feels (even) better with a tax write-off. We have a recommendation for you this holiday season. Individuals that exceed the 70-½ age threshold are required by the IRS to take minimum distributions (RMDs) from their traditional IRAs, which have been growing tax-free since inception. The IRS will take a percentage of the investment...

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Greg Wambolt and the entire Wambolt team employ a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof.

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