Monday April 19, 2021

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Thank you for your interest in Southwestern Medical Foundation. Our hope is to serve you and your family with helpful information. Learn More

Exciting events are happening at Southwestern Medical Foundation
Planning Matters Fall 2018
Thank you for your interest in Southwestern Medical Foundation. Our hope is to serve you and your family with helpful information.
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Domicile - Where You Live Affects Your Taxes
Personal Planner
A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved to California and also lived for many years in...
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Economic Impact Payments for Individuals Experiencing Homelessness
Washington News
In IR–2021–87, the Internal Revenue Service (IRS) urged advisers and organizations to help people experiencing homelessness benefit from...
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The Most and Least Popular Ages to Claim Social Security
Savvy Living
How much does your claiming age affect your Social Security benefits, and what are the most popular ages people start taking their retirement...
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