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How the SECURE Act 2.0 Changed RMDs | Aegis Wealth Advisors

https://www.aegiswi.com/resource-center/retirement/how-the-secure-act-2-0-changed-rmds-1
1 It’s prudent to confirm the status of your chosen charity through the IRS Online Search Tool or by consulting a professional who can speak to the tax status of the organization

Grantor Retained Annuity Trusts (GRATs) | Aegis Wealth Advisors

https://www.aegiswi.com/resource-center/estate/grantor-retained-annuity-trusts-grats
com, September 19, 2023 The content is developed from sources believed to be providing accurate information