Paul Jacobs explains how the U.S. exit tax limits the tax benefits of renouncing American citizenship.
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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:
Laurie Samay in Fox Business
Laurie Samay offers suggestions to retirement savers getting off to a late start.
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Paul Jacobs in Yonkers Tribune
Paul Jacobs discusses the merits and potential drawbacks of the newly created 529A savings plans for special needs planning.
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Ben Sullivan in Forbes
Ben Sullivan weighs in on the financial aspects of couples’ decisions to relocate.
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Ben Sullivan in Newsday
Ben Sullivan suggests an option for homeowners facing a reset for their home equity line of credit.
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Shomari Hearn in MainStreet
Shomari Hearn advises careful planning when borrowing from a 401(k) to finance a down payment on a home.
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Eric Meermann in USA Today
Eric Meermann reacts to a recent poll measuring American financial literacy.
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David Walters in Kiplinger
David Walters suggests that retirees with largely illiquid assets may benefit from an estate planning strategy involving life insurance.
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Melinda Kibler in City and Shore
Melinda Kibler urges those without an estate plan to consider creating a will and other planning documents as soon as possible.
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Melinda Kibler in Learn How To Become
Melinda Kibler shares her experience working as a financial adviser with those considering a career in the field.
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