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Saturday, November 28, 2020
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Roth IRA Conversion Review

If you have existing retirement assets in a traditional IRA, you may want to consider converting those assets to a Roth IRA - also...

Retiring At An Early Age

Historically, most Americans have considered 65 to be their target retirement age. This is likely the result of past Social Security laws which allowed...

Calculating Your Social Security Benefit

Social Security was originally introduced in 1935 in the aftermath of the Great Depression. It was intended to provide a safety net of income...

Changes In Living Expenses During Retirement

In order to plan realistically for the future you need to have a clear understanding of what money you need when you retire. This...

Bridging The Gap

In years past, it was often realistic for retirees to base the majority of their retirement income on Social Security benefits and traditional employer-sponsored...

Latest news

New Tax Legislation – Benefit Summary

Congress recently passed the Tax Cuts and Jobs Act changing the tax code beginning 2018. This new tax law made significant changes to the...

Tax Aspects of Working at Home

How much of their home office expenses can be deducted is one of the most misjudged tax questions faced by home workers. The reality...

Taking the Mystery Out of Capital Gains

The profit you make on the sale of stock is known as a capital gain. If you have owned the stock for a year...

Taxation on the Sale of a Home

For most of us, our home represents our largest asset. Over time, the management of this asset can make a big difference in our...

Managing Your Assets

When you start organizing your portfolio you will want to consider how you will be spending your money after you retire. Some money will...
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