Financial Planning and Insurance in the Hamptons and Beyond
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Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
Use this calculator to determine whether you qualify for the different types of IRAs.
How Long Will It Take to Pay my Balance?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.