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Article-127020

December 9, 2024 |

Injunction Halts (CTA/BOI) Filing Requirements

The OMNI360 Advisors team is committed to keeping our clients informed about significant legal and regulatory developments that may impact their businesses. On December 3, ...

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Article-127003

December 4, 2024 | Financial Planning

Dirty Jobs: Fed Sees Through Murky Economic Data

There are some jobs that we just don’t want. The home plate umpire in the 9th inning of a major league baseball game. Fishing in ...

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Article-126998

December 2, 2024 | Financial Planning

Medicare Part B Increases for 2025

No Medicare surprises for 2025. As expected, the standard monthly premium for Medicare Part B enrollees will be $185, up $10.30 from 2024. The annual ...

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Article-126982

November 27, 2024 | Financial Planning

Inventorying Your Possessions

Only 47% of Americans have completed home inventory, despite the fact that more than 3 million Americans were displaced by natural disasters in 2023. It’s ...

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Article-126959

November 25, 2024 | Retirement Planning

New Retirement Contribution Limits for 2025

The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Individual Retirement Accounts (IRAs) Traditional IRA contribution limits ...

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Article-126952

November 22, 2024 |

From Our Families To Yours

The warmth of the holiday meal beckons. Thanksgiving is a time for gathering with loved ones and observing gratitude. So, as you gather around the ...

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Article-126948

November 20, 2024 | Financial Planning

Considerations During Medicare’s Open Enrollment

How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ...

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Article-126945

November 18, 2024 | Retirement Planning

Social Security: Five Facts You Need to Know

Social Security can be complicated, and as a result, many individuals don’t have a full understanding of the choices they may have. Here are five ...

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Article-126938

November 13, 2024 | Financial Planning

Year-End Charitable Gifting and You

Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” involved, as the right moves ...

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Article-126935

November 11, 2024 |

Happy Veterans Day

On November 11, we honor the bravery and sacrifice of those who have served America in the armed forces. It is also a time to ...

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Recent Posts

Are You Working With an Accountant or a Tax Advisor? Understanding the Difference Could Save You More Than Taxes

Many people assume their accountant and tax advisor serve the same role—but they don’t. Learn the key differences and why proactive tax planning can play an important role in your overall financial strategy. For many business owners, executives, and successful families, taxes are something that gets attention once a year. Financial ...

<p>The post Are You Working With an Accountant or a Tax Advisor? Understanding the Difference Could Save You More Than Taxes first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

How Do You Know When You Can Retire?

Retirement isn’t just about reaching a certain age—it’s about knowing your finances can support the life you want. Learn the key questions to ask before making the transition. How Do You Know When You Can Retire? For many people, retirement is one of life’s biggest milestones. ...

<p>The post How Do You Know When You Can Retire? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account

Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often one of the ...

<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>