Posted by Mark On October 21st
Deciding when to begin receiving social security benefits…

This is the 2nd tip in our series entitled “The Nuts & Bolts of Social Security in 7 Easy Tips.”
can be a complex decision that shouldn’t be taken lightly.
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Posted by Mark On October 7th
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Posted by Mark On June 30th
Are you worrying about your future…

…and what you need to do NOW to make sure your retirement money doesn’t run out?
It is a tricky process of planning, much like sitting on a 3 legged stool. Read the rest of this entry »
Posted by Mark On June 16th
2009′s estate tax rate was 45%, and…

the 2009′s highest income tax rate was 35%, so:
If your estate was larger than the 2009 exemption amount of $3.5 million you may have been able to save 10% in estate taxes by converting to a Roth IRA.
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Posted by Mark On June 2nd
Roth IRA’s allow for a two (2) generation tax-free stretch on distributions.

Meaning distributions for you and your beneficiaries are tax-free.
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