Paul Jacobs explains why there are some income tax deductions you should hope you never qualify to take.
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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:
Larry Elkin in Financial Planning
Larry Elkin recounts Palisades Hudson’s growth from a one-man shop to a 4-office firm with $1.3 billion in assets under management.
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ReKeithen Miller in DepositAccounts
ReKeithen Miller discusses the benefits and drawbacks of naming a trust as your IRA’s beneficiary.
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Larry Elkin in Westchester Magazine
Larry Elkin shares stories and wisdom from Palisades Hudson’s first two decades.
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Eric Meermann in MainStreet
Eric Meermann illustrates the benefits of carefully considering the tax consequences of your retirement savings strategy.
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Eric Meermann in Bankrate
Eric Meermann offers a new technique for increasing Roth account retirement savings.
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Ben Sullivan in MainStreet
Ben Sullivan explains the risks of investing like a “Shark Tank” panelist.
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Eric Meermann in Yonkers Tribune
Eric Meermann suggests a new retirement saving strategy in response to an IRS rule clarification.
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Anthony Criscuolo in U.S. News & World Report
Anthony Criscuolo suggests a variety of questions you may want to address in a living will.
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Anthony Criscuolo in City & Shore
Anthony Criscuolo warns that you may need more retirement savings than you think.
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