Beware of the Tax Traps in Retirement
Beware of the Tax Traps in Retirement From: www.kiplinger.com The stage is set for higher tax bills and surcharges for retirees, if they’re not careful. From RMDs to taxes on…
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TIPS Versus I Bonds
TIPS Versus I Bonds From: www.morningstar.com I Bonds boast tax advantages, but purchase limits reduce appeal. When investors think about adding explicit inflation protection to their portfolios, Treasury Inflation-Protected Securities,…
3 Charitable Investment Strategies That Deliver Higher Tax Benefits
3 Charitable Investment Strategies That Deliver Higher Tax Benefits From: www.morningstar.com These maneuvers may even improve your portfolio. Morningstar’s resident tax guru Sheryl Rowling describes the conventional method of making…
Free Tax Review by REAP
Get professional help with your taxes REAP is now offering a FREE tax review! Did you know that since 2001 there have been 3,000 changes to the U.S. tax code?…
Read moreMorningstar 2015 Q3 Report
…is being driven by multiple factors. The fiduciary standard continues to move forward as the baseline philosophy for managing client portfolios, and, as a result, growth in the fee-based model…
Read moreOur Affiliates
Martin & Associates Martin & Associates, PL is a full-service CPA firm. We have over ten full-time staff including three licensed Certified Public Accountants and six staff accountants. Since 2002,…
Morningstar 2015 Q2 Report
…is being driven by multiple factors. The fiduciary standard continues to move forward as the baseline philosophy for managing client portfolios, and, as a result, growth in the fee-based model…
Read moreReal World Index Annuity Returns
…and actual interest that was credited. • Annuity returns have been competitive with alternative portfolios of stocks and bonds. • Their design has limited the downside returns associated with declining…
The True Value of Financial Advice
…feet isn’t digital transformation — it’s the Copernican Revolution. It’s a radical change in perspective that puts the individual — not the institution — at the center of the financial…
Safe Work-from-Home Jobs for Seniors During COVID-19
…be reluctant to adopt remote work, but seniors can look for remote positions with younger firms or by searching for freelance opportunities online. Freelancing is an especially attractive option during…
