October 2018 ClientLine Newsletter

Tax Harvesting – no one likes to lose money, but certain investment losses may be tax deductible.

How Long Is Enough? – a look at record retention.

A Balanced Approach To Retirement – to leverage your business to maximize your retirement savings efforts.

Client Profile – minimum distributions from your retirement plan.

A Trust For Disabled Individuals – a legal document for the benefit of a disabled person who cannot manage their own finances.

Special Needs, Special Savings – the Achieving a Better Life Experience Act.

Questions And Answers

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