When You’re The ‘One’
…your future. Brought to you by REAP, LLC. Questions? To learn more about the contents of this article or for a free consultation, contact us at info@retirementestateplan.com or (855) 904-REAP….
Search results for "Valid 112-51 Reliable Exam Vce Covers the Entire Syllabus of 112-51 🤔 Easily obtain ➠ 112-51 🠰 for free download through ✔ www.pdfvce.com ️✔️ 🟨Flexible 112-51 Testing Engine"
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…
Change Your Investment Goal
…bias.” Reliable studies have demonstrated that only 54 percent of actively managed funds survive a 15-year period. Typically, liquidated funds had poor relative performance, a lack of commercial success or…
Tax Law Changes Affecting Your Clients
Tax Law Changes Affecting Your Clients From: thinkadvisor.com Yes, it’s tax filing season again, already!! And again for this year, we had some tax laws extended by Congress through 2016…
Read moreEconomic Update – August 14th, 2017
…– reuters.com/article/us-usa-economy-inflation-idUSKBN1AR19S [8/11/17] 2 – briefing.com/investor/calendars/economic/2017/08/07-11 [8/11/17] 3 – insight.factset.com/sp-500-companies-with-more-global-exposure-reported-higher-earnings-growth-in-q2 [8/11/17] 4 – marketwatch.com/story/gold-marks-highest-finish-since-early-june-up-more-than-2-for-the-week-2017-08-11 [8/11/17] 5 – markets.wsj.com/us [8/11/17] 6 – bigcharts.marketwatch.com/historical/default.asp?symb=DJIA&closeDate=8%2F11%2F16&x=0&y=0 [8/11/17] 6 – bigcharts.marketwatch.com/historical/default.asp?symb=COMP&closeDate=8%2F11%2F16&x=0&y=0 [8/11/17] 6 – bigcharts.marketwatch.com/historical/default.asp?symb=SPX&closeDate=8%2F11%2F16&x=0&y=0…
SECURE Act: How It Will Affect You and the Beneficiaries of Your Retirement Accounts
…signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which is effective January 1, 2020. The Act is the most impactful legislation affecting retirement…
Community Property Opt-in & Directed Trust Laws
…other 41 common law states than in the community property states. Allow me to explain by example: Sale of Appreciated Stocks and Properties While Both Married Individuals Alive John and…
Redefining Risk: The Revolution Coming to Financial Services
Redefining Risk: The Revolution Coming to Financial Services Whitepaper from REAP Strategist, Horizon Investments EXECUTIVE SUMMARY As a goals-based investment manager, we believe investment problems and challenges are best addressed…
Don’t Just Survive During a Recession — Thrive
…Mortgage Payments Missing a mortgage payment is a valid concern during hardships. A loan modification can lower interest rates or the amount you owe to reduce your mortgage payments. Potential…
Maximum Drawdown: A New Approach to Managing Investment Risk
…an individual? Certainly, volatility increases in strong down markets. But is volatility the culprit—or simply an innocent bystander? Consider, for example, that there can be long stretches of time during…
