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Recent Posts

  • A Loved One Died and Left You an Inheritance. Now What?
  • IRA Transfers and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • When You SHOULD Name a Trust as IRA Beneficiary
  • Fixing a Converted RMD…and the Tax Reporting
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196 Charmant Pl, Suite #2 Ridgeland, MS 39157
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(601) 790-7154

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(601) 954-7746

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lori1ferguson@yahoo.com

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