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Tax | OnCourseRetirement.com
http://www.oncourseretirement.com/resource-center/tax
From the Ladies Tees. The Back 9 Game Plan. 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. Making Your Tax Bracket Work. Have you explored all of your choices when it comes to managing your taxable income? Will You Pay the AMT? Get Paid for Going Green.
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Products and Services
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From the Ladies Tees. The Back 9 Game Plan. We provide assistance in the following areas:. BDC Private Debt, Equity. Retirement Plans (IRA, SEP, Roth IRA) . Long Term Care Insurance. New Ipswich, NH 03071. Northeast Planning Associates . Bedford, NH 03110. George K. Slyman, Jr. Northeast Planning Associates, Inc. 38;amp;amp;lt;a href="https:/ oncourseretirement.wufoo.com/forms/z1vu05ma1w66e7w/">Fill out my Wufoo form! 38;amp;amp;lt;/a>. McDonough Golf Scholarship Foundation.
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From the Ladies Tees
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From the Ladies Tees. The Back 9 Game Plan. From the Ladies Tees. We understand that women have unique needs and concerns. Whether you are going through a career transition, marriage, separation and divorce, or widowhood, we can help you take control of your financial future and guide you through your unique investment challenges, no matter how overwhelming your situation may seem. Request an appointment or the “CFP Guide to Financial Planning” by emailing us: OnCourse@lpl.com. New Ipswich, NH 03071.
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On Course Retirement | Financial Education Videos
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From the Ladies Tees. The Back 9 Game Plan. Below are a selection of financial industry videos for your review. Simply click on a video to begin watching. Retirement Saving and Investing. New Ipswich, NH 03071. Northeast Planning Associates . Bedford, NH 03110. George K. Slyman, Jr. Northeast Planning Associates, Inc. 38;amp;amp;lt;a href="https:/ oncourseretirement.wufoo.com/forms/z1vu05ma1w66e7w/">Fill out my Wufoo form! 38;amp;amp;lt;/a>. McDonough Golf Scholarship Foundation.
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Retirement | OnCourseRetirement.com
http://www.oncourseretirement.com/resource-center/retirement
From the Ladies Tees. The Back 9 Game Plan. 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. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. Here's one strateg...
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Lifestyle | OnCourseRetirement.com
http://www.oncourseretirement.com/resource-center/lifestyle
From the Ladies Tees. The Back 9 Game Plan. 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.”. Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. Using smart management to get more of what you want and free up assets to invest.
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Insurance | OnCourseRetirement.com
http://www.oncourseretirement.com/resource-center/insurance
From the Ladies Tees. The Back 9 Game Plan. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death. Protecting Those Who Matter Most. When Life Insurance Becomes Taxable.
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Investment | OnCourseRetirement.com
http://www.oncourseretirement.com/resource-center/investment
From the Ladies Tees. The Back 9 Game Plan. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. The Fed and How It Got That Way. 5 Smart Investing Strategies. Consider how your a...
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Glossary | OnCourseRetirement.com
http://www.oncourseretirement.com/tools/glossary
From the Ladies Tees. The Back 9 Game Plan. 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 ha...
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Tax Resources | OnCourseRetirement.com
http://www.oncourseretirement.com/tools/tax-resources
From the Ladies Tees. The Back 9 Game Plan. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. New Ipswich, NH 03071. Northeast Planning Associates . Bedford, NH 03110. George K. Slyman, Jr. The financial professionals as...
