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The Federal Insurance Deposit Corporation (FDIC) recently implemented new requirements for deposit insurance for trust accounts. While the intention behind these changes is to simplify insurance coverage rules for trust accounts, it may have unintended consequences for depositors with over $250,000 in deposits at a bank. The FDIC, established by Congress after the Great Depression
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As the April 15 federal tax deadline approaches, the IRS has introduced a significant update to its Direct File program, an initiative aimed at simplifying the tax filing process for eligible individuals. This update allows users to import crucial information required to verify returns before filing, addressing a key issue that has hindered successful filings
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As the “silver tsunami” approaches, a record number of Americans are expected to reach the age of 65, bringing with it a multitude of high-stakes financial decisions. The traditional three-legged stool of retirement planning, which consisted of employer pensions, personal savings, and Social Security, has largely disappeared. This leaves many retirees struggling to maintain their