4 Key IRA Reminders for the 2020 Tax Season
Mar 11, 2021
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By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
The pandemic year of 2020 is unusual for IRA activity. With about a month still left to file, let clients know you can advise on the 2020 exceptions and help them take advantage of available benefits.