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Contact Info

1 North Franklin
Suite 1200
Chicago, Illinois 60606
Phone: (312) 938-4070
Fax: (312) 540-1162

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  • Life, health, and family circumstances can change in a heartbeat. Children are born, family members die, life changes. Our lives are busy, and we often fly through days, weeks, and months on autopilot until we reach the next milestone and find ourselves wondering where the time has gone. The holiday… Read More →
    10-Year Required Minimum Distribution Rule Finalized By The IRS In 2019, the Setting Every Community Up for Retirement Enhancement (“SECURE”) Act was passed and went into effect in 2020. Click here for the full SECURE ACT. The SECURE Act established that many people who inherited individual retirement accounts (“IRA”) or… Read More →