Finance Politics Archives - Charleston Wealth Advisors

New 401(k) Plan Disclosure Rules

As 401(k) plans have become more popular, plan participants have become increasingly responsible for making their own retirement…
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The U.S. Debt Limit: Questions and Answers

As August 2 approaches, you’ll likely hear increasingly urgent debate over the nation’s debt ceiling. That’s the approximate…
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Estate Tax Exemption is Portable (For Now)

Recent legislation introduced a new, but perhaps temporary, estate planning concept–exemption “portability.” In short, the estate of a…
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