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Tax Efficiency in Retirement
- 05/07/18
How much attention do you pay to this factor? Will you pay higher taxes in retirement? Do you have a lot of money in a 401(k) or a traditional IRA? If so, you may receive significant retirement income. Those income distributions, however, will be taxed at the usual rate. If you have saved and invested well, you may end up retiring at your current marginal tax rate or even a higher one.
[+] Full Article Will Teachers Get the Retirement They Deserve? - 04/20/18
Classroom educators are coping with hybrid plans and pension fund shortfalls. Arizona. Kentucky. Massachusetts. Michigan. Pennsylvania. Rhode Island. Tennessee. In these states and others, teachers are concerned about their financial futures. The retirement programs they were counting on have either restructured or face critical questions.
[+] Full Article
How much attention do you pay to this factor? Will you pay higher taxes in retirement? Do you have a lot of money in a 401(k) or a traditional IRA? If so, you may receive significant retirement income. Those income distributions, however, will be taxed at the usual rate. If you have saved and invested well, you may end up retiring at your current marginal tax rate or even a higher one.
[+] Full Article Will Teachers Get the Retirement They Deserve? - 04/20/18
Classroom educators are coping with hybrid plans and pension fund shortfalls. Arizona. Kentucky. Massachusetts. Michigan. Pennsylvania. Rhode Island. Tennessee. In these states and others, teachers are concerned about their financial futures. The retirement programs they were counting on have either restructured or face critical questions.
[+] Full Article
InvestGCSB newsletter archive
Event Calendar
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December 15, 2016 A look back at 2016 thus far.
Investors will likely remember 2016 as a year of two momentous votes and one monetary policy decision. This year brought the Brexit referendum in the United Kingdom and a surprise presidential election victory for Donald Trump. Read more »
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December 1, 2016 Why did some sectors rise more than others?
Wall Street likes certainty. When startling financial, political, or societal events occur, volatility usually follows, and the major indices may fall. Read more »
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November 9, 2016 A huge shift is underway, with the client in mind.
A wave of change is transforming the financial services profession. The shift has been gradual, but noticeable. Increasingly, financial professionals are choosing to be compensated, partly or wholly, through fees rather than through commissions. Read more » |
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October 31, 2016 The AIF® designation represents specialized knowledge of fiduciary responsibility & standard of care for your assets. Read more »
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