Rebecca Pavese describes last-minute tax housekeeping maneuvers that can make for a happier new year.
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We have garnered attention and recognition from the news media for our innovative ideas and our extraordinary commitment to protecting our clients’ financial well-being.
Here are a few highlights:
Thomas Walsh in DepositAccounts
Thomas Walsh identifies two of the “seven deadly sins” of designating a beneficiary.
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Paul Jacobs in U.S. News & World Report
Paul Jacobs identifies several crucial characteristics to look for when evaluating a commission-free ETF.
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Rebecca Pavese in Yonkers Tribune
Rebecca Pavese offers tax moves to make before the end of the year.
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Ben Sullivan in Newsday
Ben Sullivan suggests evaluating your portfolio’s risk level during your year-end financial review.
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Laurie Samay in Yonkers Tribune
Laurie Samay urges Americans with Canadian income or assets to take steps to avoid double taxation.
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Anthony Criscuolo in Yonkers Tribune
Anthony Criscuolo encourages careful tax planning for withdrawals from retirement accounts.
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Paul Jacobs in Yonkers Tribune
Paul Jacobs lists five factors to consider when customizing your 529 plan’s glide path.
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ReKeithen Miller in U.S. News & World Report
ReKeithen Miller explains how the 2006 Pension Protection Act contributed to the rising popularity of target-date funds.
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Shomari Hearn in MainStreet
Shomari Hearn warns Americans living abroad not to give up their citizenship simply to avoid additional tax reporting.
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