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We keep you up to date on the latest tax changes and news in the industry.

Are you over 59-1/2 and having a low-income year?

Hands holding coins and retirement note

If yes, you may be able to take an IRA distribution without any tax.

Even if you do file a return, but your taxable income is negative due to deductions and exemptions, you can also take a tax-free IRA distribution.

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