Protecting Your Teen's Trust

Reducing Taxes During Retirement: Strategies And Passive Income Opportunities

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Reducing the amount of tax liability on your investments and retirement accounts is often priority number one among investors. There are a variety of strategies you can utilize to help reduce the amount you pay in retirement, once you reach that point in your life. Taking as many deductions and credits on your tax form as possible and maximizing your passive income opportunities are steps in the right direction. Fully understanding your investment options is crucial in order to maximize your tax benefits.…

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Questions You Should Ask Your Financial Planner Before You Retire

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When you find yourself approaching retirement, you’ll probably start thinking about all of that time you’ve spent with your financial planner. Don’t think that hitting retirement means that you won’t need his or her services anymore. In fact, as you prepare to retire, this is a crucial time to schedule another meeting with your financial planner to evaluate your situation. Here’s a look at a few things that you should discuss before you actually retire.…

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Renting In A Hot Buyer's Market? Should You Use Retirement Funds As A Down Payment?

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Although the subprime mortgage crisis that caused real estate prices around the country to plummet is less than a decade in the rearview mirror, housing prices have rebounded in many areas. If you find yourself in a housing market where prices seem to be rising exponentially, you may worry that you need to purchase now in order to preserve your ability to ever enter the world of homeownership. However, renting in these markets can be expensive, and saving up a down payment while prices continue to rise can be difficult.…

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