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Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. Understanding Today’s Financial Environment. A Taxing Story: Capital Gains and Losses.

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TR Pollard & Associates

Tim Pollard

351 No●●●●●●ham Dr

Li●●od , North Carolina, 27299

United States

1.33●●●●3727

po●●●●●●●●@yahoo.com

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TR Pollard & Associates

Tim Pollard

351 No●●●●●●ham Dr

Li●●od , North Carolina, 27299

United States

1.33●●●●3727

po●●●●●●●●@yahoo.com

View this contact

TR Pollard & Associates

Tim Pollard

351 No●●●●●●ham Dr

Li●●od , North Carolina, 27299

United States

1.33●●●●3727

po●●●●●●●●@yahoo.com

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Home | Tim Pollard, MBA, CFP® | trpollardassociates.com Reviews

https://trpollardassociates.com

Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. Understanding Today’s Financial Environment. A Taxing Story: Capital Gains and Losses.

INTERNAL PAGES

trpollardassociates.com

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Retirement | Tim Pollard, MBA, CFP®

http://www.trpollardassociates.com/resource-center/retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Retiring the 4% Rule. A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. The Power of Tax-Deferred Growth.

2

Lifestyle | Tim Pollard, MBA, CFP®

http://www.trpollardassociates.com/resource-center/lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. It’s never a bad time to speak with your financial advisor about changes in your situation. Using smart management to get more of what you want and free up assets to invest. The Richest Man in Babylon. To Catch a Thief.

3

Glossary | Tim Pollard, MBA, CFP®

http://www.trpollardassociates.com/tools/glossary

A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial interest rates than fixed-r...

4

The Fed and How It Got That Way | Tim Pollard, MBA, CFP®

http://www.trpollardassociates.com/resource-center/investment/the-fed-and-how-it-got-that-way

The Fed and How It Got That Way. Here is a quick history of the Federal Reserve and an overview of what it does. Where Is the Market Headed? We all know the stock market can be unpredictable. We all want to know, What’s next for the financial markets? A Primer on Dividends. A company's profits can be reinvested or paid out to the company’s shareholders as dividends.". 5 Smart Investing Principles. Principles that can help create a portfolio designed to pursue investment goals.

5

Tax | Tim Pollard, MBA, CFP®

http://www.trpollardassociates.com/resource-center/tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Will You Pay the AMT? Despite recent tax-law changes, many Americans are expected to pay the AMT this year. Learn more about taxes, tax-favored investing, and tax strategies. Making Your Tax Bracket Work.

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trpollardassociates.com

Home | Tim Pollard, MBA, CFP®

Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. Understanding Today’s Financial Environment. A Taxing Story: Capital Gains and Losses.

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