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Other Provisions
• Many of the provisions of the recently passed bills either extended or made permanent rules that you may have taken for granted, such as the 15% capital gains tax rate and the Roth 401(k).
• Other important provisions include automatic enrollment into 401(k) plans, changes in retirement plan rollover rules, and rules that increase federal oversight of charitable organizations.
• Call us today to review your tax and financial situation under these recent changes.
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