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October 2018 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 leverage your business to maximize your retirement savings efforts.

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

Profile - minimum distributions from your retirement plan.

Questions & Answers

Short Bits - check out this month's short bits.

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