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What to Have on Your Tax Radar for 2024

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Morningstar, Inc.

#Morningstar  #EdSlott #Taxes

Tax expert Ed Slott discusses Secure Act 2.0 provisions and what to know about higher income and estate tax rates in 2026.

00:00 Introduction

00:18 What Should Investors Have on Their Tax Radar?

01:30 2026 Tax Changes

03:27 Accelerating IRA Withdrawals

04:36 CatchUp Contributions

08:12 Estate Taxes and TCJA



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