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tax-planning

Sep 12, 2022

Recent Posts

  • Medicare in 2026: What’s New, What’s Changing, and What Your Clients Should Do Now
  • Fixed Indexed Annuities in 2026: A Smarter Way to Balance Growth and Protection in Your Retirement Portfolio
  • Qualified Charitable Distributions and Inherited IRAs: Today’s Slott Report Mailbag
  • The Wonderful, Magical Form 5498
  • IRS Addresses Unanswered Questions About Trump Accounts
  • Weekly Market Commentary
  • Medicare in 2026: What to Know, What to Review, and What to Do Next
  • Retirement Planning in 2026: Why Annuities Deserve a Serious Look
  • First-Time Required Minimum Distributions and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • New IRS Guidance on Trump Accounts Is Released

Contact Us

Business: (888) 889-9118
Email: Greg@kayfinancialgroup.com
Cell: 248-881-8638

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