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JANUARY 21, 2020
INDUSTRY
DeVoe: RIA M&A Could Hit Over 40 Transactions Per Quarter in 2020
Erick Bergquist
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ESTATE PLANNING
Inheriting Retirement Benefits after the SECURE Act
Kelly J. Guarino
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Muni Tax Loss Harvesting Case Study
Sponsored by Gurtin Municipal Bond Management, a PIMCO Company
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RETIREMENT PLANNING
How Fund Labels Affect Retirement Portfolios
Ed McCarthy
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