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Tax Tips for Retirement Investments

Retirement EducationWith the April 17th federal income tax filing deadline fast approaching, it is important that we put some thought into minimizing our tax bills through effective retirement planning. Jean Setzfand recently submitted an article in which a nationally known expert, Jordan Amin, offers guidance on what he believes are the three most important tax issues to think about concerning your retirement investments. He highlights the importance of always take advantage of 401(k) or 403(b) plans with matching contributions, to diversify investment types, and to strategically balance your percentage of qualified accounts for your specific needs. In order to read the full article, click here.

Retirement Income Education

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