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Reminders:

*  Don't forget to make your IRA contributions for the year.  See limits. 

*  It's time to meet with your financial advisor for a review of your portfolio.  

 

Ideas:    

*  Consider Funding your IRA with your tax return. 

*  Review your account beneficiaries.  Understanding Beneficiary Designations.

*  Establish a systematic withdrawal of your Required Minimum Distribution. (RMD) 

    

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