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Annuity

Annuities help people save for their retirement

Older couple reviewing their RMD paperwork and calculations

Federal law changes 2020 RMD requirement

New CARES Act eliminates 2020 requirement for individuals 70 and a half years of age to take a Required Minimum Distribution from their retirement accounts
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John Tetzloff, Advanced Case Specialist, provides expert estate planning advice

Near retirement? How to manage a financial storm

Turbulent markets are a signal that you need to be diversified in a way that some of your money is protected.
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New 2019 IRA contribution deadline

Gov’t extends IRA contributions deadline – What this means for you

Government extends IRA funding deadline to July 15, providing owners more time to make contributions affecting 2019 tax footprints.
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There is a way for a regular people to become “legendary.”

Legends live on in our hearts, and regular people can become legends

There is a way for a regular people to become “legendary" by using life insurance for their charitable planned giving.
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Will the SECURE Act affect your charitable giving in 2020? Find out.

How did the SECURE Act change charitable giving?

What changed and what stays the same with Charitable Giving under the SECURE Act of 2020.
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Proposed federal SECURE Act could change everyone's retirement plans

SECURE Act could affect your retirement

If the SECURE Act is passed by Congress, almost everyone will have to revise their retirement plans. Learn how.
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Catholic United Financial has products that can assist with every step of life's journey.

Products for every step of life’s journey from cradle to old age

Catholic United’s brand journey is, and always has been, about the whole person and their whole life.
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Guy grabbing for a dollar

Three suggestions on how to spend (or not spend) your tax refund

Our insurance professionals share three insights on the best use of a tax refund.
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