| Hi, Website Visitor. Here are this weeks ' best practices ' articles from Wertz & Company. Please contact us with questions. |
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| Rebalance Your Portfolio for ‘08 |
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What did you do with all those financial statements you received from investment companies at the end of the year? If you’re like many people, you took a quick look at the latest figures and then filed the reports away in a folder. Better idea: Now is a good time to reexamine your portfolio to ensure it is still meeting all of your investment objectives. Usually, this revolves around the principle of asset allocation, which is described in this article. |
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| Work Out a Plan for Retirement Payouts |
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When you leave the workforce to retire, or if you switch jobs, you have to determine how to take distributions from your company retirement plan. The decision can have major tax implications. Here are four basic options, as well as the exceptions that allow a taxpayer to take money from a qualified retirement plan before age 59 1/2 without having to pay the 10 percent early withdrawal penalty. |
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| Staying Calm During Market Volatility Can Help You Come Out a Winner |
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Don't panic. That is the general advice for investors who have just gone through an extremely volatile stock market quarter. Fear of losses can send investors away from a sound investment strategy. Click "Full Article" for a discussion of how market timing can hurt your investment returns, as well as three common, long-term strategies that may provide greater financial rewards.
Copyright © 2009 |
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| Uncle Sam Offers College Tax Breaks |
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INACTIVE Tax laws passed a few years ago make saving for college more appealing than ever, and provide a deduction for parents struggling to pay tuition bills. Here are the details of two tax breaks - the Coverdell Education Savings Account and the college tuition deduction.
Copyright © 2009 |
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