April 2017 Newsletter

March 31st, 2017

Spring is here, the days are getting longer, and the due date for your personal taxes is quickly approaching. The due date this year is April 18th.
Four Ways to Double the Power of Your Tax Refund
What you do with a tax refund is up to you, but here are some ideas that may make your refund twice as valuable.
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Converting Retirement Savings to Retirement Income
You’ve been saving diligently for years, and now it’s time to think about how to convert the money in your traditional, non-Roth 401(k)s (or similar workplace savings plans) into retirement income.
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Spring Cleaning Your Finances
The arrival of spring often signifies a time of renewal, a reminder to dust off the cobwebs and get rid of the dirt and grime that have built up throughout the winter season. And while most spring cleaning projects are likely focused on your home, you could take this time to evaluate and clean up your personal finances as well.
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What are bond ratings?
Bond ratings are an essential tool when considering fixed-income investments.
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What bond ratings do agencies use?
It may be helpful to compare bond ratings from the most well-known agencies.
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Refer a friend
Any federal tax advice in this communication (including any attachments, enclosures, or other accompanying materials) was not intended or written to be used, and it cannot be used, by any taxpayer for the purposes of avoiding penalties; furthermore, this communication was not intended or written to support the promotion or marketing of any of the transactions or matters it addresses.

Categories: News
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