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How do Capital Gains Affect My Taxable Income?

Capital gain taxation has plenty of planning considerations. Some are obvious, but others derive as a result of how those gains affect other areas of your tax return or financial plan. Here are a few considerations for you as you decide how to time the sale of your investments and real estate.

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3 Low-Risk Alternatives to Keeping Money in Cash

We are often asked about alternatives to leaving your money in low-yield checking and savings accounts. Specific recommendations depend on the purpose of the money....but here are a few ideas of ways to generate some additional yield without much additional risk.

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When Are Annuities a Good Idea?

Planning for retirement is too important to leave to chance. Life expectancy is increasing with every decade, which is great news. However, it also means that preparing for retirement needs a fresh perspective. Many retirees, even those who have consistently saved toward retirement over their lifetime, may realize they don’t have enough money saved to retire comfortably. If 401(k)s, pensions, and social security benefits aren’t quite providing the standard of living that many expect when they transition into retirement, there is a tool worth considering. Annuities.

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