CrossleyShear Wealth Management’s Quarterly Newsletter

Winter 2023

From the Desk of Dale Crossley and Evan Shear

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How does SECURE Act 2.0 change saving for retirement?

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How different types of investment income are taxed

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To convert, or not to convert to Roth IRA – tax is the question

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Great wealth, great responsibility for elite young athletes

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Skinny Salmon Tacos Recipe With Red Cabbage Cilantro Slaw & Chipotle Sauce

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