TC Chen
Agent licensed to sell insurance through New York Life Insurance Company I am not licensed in all jurisdictions.
09/04/2023
As a parent, you're the center of their world. As a worker, you carry the weight of it on your shoulders. Today, take a moment to relax and recharge—you deserve it! Happy to all the working parents out there.
08/30/2023
Are you, or your children, likely to inherit an IRA? If so, you may be surprised to learn that the rules have changed, and your tax bill may be larger than expected. This article gives a good overview of the new regulations—and how to manage them.
New Rules for Inherited IRAs Could Leave Heirs With a Hefty Tax Bill Thanks to recent changes in the law on inherited IRAs, your tax bill from any inheritance could be larger than you expect.
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6905 Rockledge Drive, Suite 900
Bethesda, MD
20817