Rules of the Roth

February 1, 2025 | 0 views

With a Roth IRA, the owner can make limited contributions each year. In 2025, the limit is $7,000; $8,000 if age 50 or older. Only people who earn less than $150,000 (single filers) or under $236,000 (married filing jointly) can...

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Tips for Tax Season

January 1, 2025 | 0 views

Whether you file your income tax return early or at the last minute, there are ways to simplify the process and reduce what you owe – or even increase your refund – before the deadline.Filing Simplification TipOnce you receive your...

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Pre-Retirement Planning Guide – Finding Purpose In Life

December 1, 2024 | 0 views

Step 7: Find Your Raison d’EtreWhat do you consider to be your purpose in this world? Few people think about their life that way. In Japan, they call it your ikigai. In France, they refer to your raison d’etre. For...

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Pre-Retirement Planning Guide – Legacy Planning

November 1, 2024 | 0 views

Step 6: Looking to Legacy Planning to Address Future Needs of FamilyHow do you want to be remembered? People often view their legacy as a way of disseminating assets to charitable venues to be remembered as passionate and generous supporters....

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Pre-Retirement Planning Guide Estate Plan

October 1, 2024 | 0 views

Step 5: Estate PlanThe value of an estate plan is twofold. Yes, you want to pass your assets on to heirs in a seamless and tax-efficient manner. But it is also a roadmap to help your heirs understand the full...

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