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IRA QCDs- A way to give to your favorite charities
By Kasey Franzoni DID YOU KNOW that Individual Retirement Account (IRA) owners and Inherited IRA beneficiaries over age 70 ½… -
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Reminder: Beneficiary Designations
ONE OF TRUST COMPANY OF VERMONT’S core services is helping clients implement basic estate plans. -
The Hill and Your IRA and the 50% Penalty
By Jack Davidson I am a tax advisor to my twin sister, Jill. Thus, I worry about the metaphorical hill…