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Mark Stein

Latest Features

March 2020

A Penalty-Free Route To Tap an IRA

The SEPP strategy lets IRA owners avoid the early-withdrawal penalty by taking equal payments for at least five years or until the owner turns 59½.

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Family Finances
January 2020

Sizing Up the Value Of an Art Collection

Invest time now to decide where your collection goes, or if it's divested, donated or given to your heirs after you die.

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