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Every week we update our blog Curran Views. Our topics of discussion range and all categories can be found listed below. Please feel free to contact us with comments or suggestions for topics you think we should discuss.

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How to Make Your Money Last in Retirement

At Curran, we believe in giving every client a panoramic view of their future. Whether you are already retired or just beginning to consider your retirement years, the question "Will I outlive my money?" is most likely a top concern.

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What is a Coronavirus-Related Retirement Plan Distribution?

The CARES Act includes provisions that allow individuals to take early retirement plan distributions within certain rules. These changes include provisions for people with COVID-19 or who have family members with the illness. It also includes those who experience adverse financial consequences as a result of being quarantined, laid off, furloughed or having work hours reduced because of the illness.

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Congress Recently Passed the CARES Act

The Act includes many different provisions to help taxpayers navigate our current situation. In addition to the CARES Act there have been other changes to items typically subject to the April 15th tax deadline. Here are a few of the areas we believe will have the greatest impact on our clients.

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Big Changes Coming to your IRA

The federal government spending bill has been signed. The bill includes The Secure Act which has many changes for your retirement savings rules. We have provided some of the highlights of the bill and how to get assistance.

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Six Social Security Traps to Avoid

Today, nearly 70 million people receive some form of assistance from Social Security. Recognizing that Social Security supplements other sources of income, we can take proactive measures that maximize benefits while avoiding the pitfalls that poor choices can create.

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The Best Ways to Maximize Your Savings for Retirement

Recent studies show that the majority of Americans do not have enough money saved for retirement. The vast majority of people over age 55 have only 12% of what they need for retirement. You can maximize your retirement savings and investing right away by keeping in a few things in mind.

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2018 Retirement Contribution Opportunities

Did you know that you can make retirement savings contributions after the close of the tax year and that these contributions may be deductible? With the April tax deadline in the near future, the window of opportunity is closing to maximize contributions to retirement and special-purpose plans for 2018.

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Making Two IRA Rollovers in One Year Can Be Costly

Tax law permits one distribution from your IRA in a 12 month period as long as you return the distribution to your IRA within 60 days with no tax consequences. If you do this more than once in a 12 month period, or do not return the money, there will be some serious tax consequences.

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Health Savings Accounts Fill Multiple Tax Needs

The Health Savings Account (HSA) is one of the most misunderstood and underused benefits in the Internal Revenue Code. Congress created HSAs as a way for individuals with high-deductible health plans (HDHPs) to save for medical expenses that are not covered by insurance due to the high-deductible provisions of their insurance coverage.

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Minimizing Tax on Social Security Benefits

For tax purposes, Social Security benefits are treated the same regardless of whether the benefits are paid due to disability, retirement, or reaching the eligibility age. How much (if any) of your Social Security benefits are taxable depends on a number of issues. The following facts will help you understand the taxability of your Social Security benefits.

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