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Monthly Archives: April 2017

Required Minimum Distributions (RMDs)

Required Minimum Distributions (RMDs) Taxpayers cannot keep retirement funds in their qualified retirement accounts indefinitely.  Taxpayers must generally start taking withdrawals from their Traditional IRA, SIMPLE IRA, SEP IRA, or retirement plan account when you reach age 70½.  Roth IRAs do not require withdrawals until after the death of the owner. The Required Minimum Distribution is the…
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Title III – Equity / Debt Crowdfunding – Regulation CF

As explained in other posts, the JOBS Act created essentially five (5) types of crowdfunding mechanisms.  The final type implemented by the Securities and Exchange Commission was Title III which become effective on May 16, 2016, six (6) months after the SEC issued final rules called Regulation CF.  Regulation Crowdfunding (CF), permits individuals to invest in…
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