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Tag Archives: fiscal cliff
Increasing the Debt Ceiling Impacts You Now … and Later
In the aftermath of the first government shutdown in 17 years, economists are bandying about a number of staggering figures to show the obscene cost government inaction will costs its taxpaying citizenry. An estimated $300 million per week in losses … Continue reading
CONGRESS OPENS DOOR FOR TAX-FREE RETIREMENT INCOME
It is important to consult with a tax and/or investment advisors about whether a Roth conversion is right for you. If you are looking at a conversion to a Roth account, you may also want to consider doubling down with a fixed indexed annuity. By including a fixed indexed annuity in your 401(k) Roth account, you can protect against loss of your initial investment and guarantee a minimum annual tax-free return. Continue reading
Posted in In the News, Planning for Retirement
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How can I prepare for the “Fiscal Cliff?”
With huge spending cuts hitting Americans at the same time as tax hikes, the economy could contract, resulting in a recession and subsequent market volatility. Given this uncertain situation, it’s important for those in or nearing retirement to evaluate their risk tolerance and adjust their financial plan accordingly. Continue reading
Posted in In the News, Personal Finance
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