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Topic:
Tax Planning
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Update: Congress moves to make changes to the US retirement system.
This is an update to our 3/1/16 blog post on the major changes to the US retirement system if the Setting Every Community Up for Retirement Enhancement Act, commonly known as the SECURE act, is passed. Since our last post the likelihood of passage this year has gone down somewhat. Since May the bill has…
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The Dilemma of Two Homes
Downsizing your home is a big decision. What if you find your ideal home but haven’t sold your current one? This can be quite stressful, since you don’t want to lose out on the new property but may not be able to sell your existing property fast enough. The first place you may want to…
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Charitable Gifting
Feel free to contact Michael Walsh with any questions by email: [email protected] or by phone: 305.448.8882 extension 213. For more about Evensky & Katz/ Foldes Financial visit: www.evensky.com.
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Just inherited an IRA? Take a moment to consider your options
Have you or will you inherit an IRA from someone that is not your spouse? This is not uncommon. Roughly 42 million US households own some type of IRA. So odds are you know someone other than your spouse who owns an IRA. Play your cards right and you could be a named beneficiary. If…
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The retirement opportunity you may be missing – The SEP IRA
Its is very common for workers to generate some form of income outside of their primary occupation. You may have a full-time job but still seek an opportunity to generate additional income. The extra money could be a potential opportunity to increase retirement savings. A Simplified Employee Pension IRA (SEP IRA) offers an easy and…
