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Don’t Lose Tax Shelter by Rolling Your ESOP Stock in your IRA

Posted on August 27, 2012 by bobrichards

When you retire, you may decide to roll-over your company-related qualified strategy holdings into an Individual retirement account. You obtained a … [Read more...]

ETFs Could Offer a Tax Shelter

Posted on August 27, 2012 by bobrichards

Over the last few years, a new breed of mutual fund has become available to traders looking for liquidity and reduced costs. These funds, known as … [Read more...]

Reduce Taxes - Convert to some Roth IRA

Posted on August 27, 2012 by bobrichards

We've talked before about the two methods a Roth account reduces taxes-- tax-free growth and withdrawals that a Roth IRA gives you as well as your … [Read more...]

Build a Private Foundation as Your Legacy

Posted on August 25, 2012 by bobrichards

If you would like to spend time and money furthering noble causes consider forming a personal foundation . Personal foundations may let you control … [Read more...]

Enjoy a Tax Shelter with this Neglected Deduction?

Posted on August 24, 2012 by bobrichards

A long, long time ago, the Internal Revenue Service permitted taxpayers to deduct all their interest costs, even credit card interest - but today, you … [Read more...]

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Recent Posts

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