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Monthly Archives: November 2020

Social Security Announces Cost of Living Adjustment for 2021 by Lee F. Hediger

The Basics of Tax-Loss Harvesting by Todd Moll, CFP®, CFA

401(k) Plan Sponsors Must Be Careful of Unintended Partial Plan Terminations By Olga Ismail

Charitable Giving Provides Greater Impact, Tax-Efficiency in 2020 by Eric P. Zeitlin