In this issue:

• Get to know Michelle
• Understanding step up in basis

In this issue:

• Website pics and dance competitions
• Capital gain income exclusion on selling your house

In this issue:

• The final newsletter
• Bank and brokerage failures

In this issue:

• Tenon Financial is growing!
• After-tax "basis" in IRAs

In this issue:

• The sunshine state
• The basics of annuities

In this issue:

• Retirement Planning Education
• SECURE 2.0 Act of 2022