FoxBusiness, December 17, 2010Jonathan Bergman explains some of the benefits of the newly signed tax legislation.
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Here are a few highlights:
Paul Jacobs in Bloomberg Businessweek
Paul Jacobs emphasizes the importance of diversifying municipal bond holdings.
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Jonathan Bergman in CNN Money.com
Jonathan Bergman offers advice when helping your child acquire a home.
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Eric Meermann in Kiplinger’s Retirement Report
Kiplinger’s Retirement Report, December 2010 – (article available to subscribers) Eric Meermann discusses the potential tax advantages of charitable giving.
Jonathan Bergman in Money Magazine
Money Magazine, November 2, 2010Jonathan Bergman encourages buyers considering a future retirement home or investment property to take advantage of …
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Jonathan Bergman in Financial Advisor
Financial Advisor, November 2010Jonathan Bergman discusses ways an investment advisor can improve a 401(k) plan.
Rebecca Pavese in Bloomberg
Rebecca Pavese discusses tax strategies relating to required minimum distributions.
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Shomari Hearn in Chicago Breaking Business
Chicago Breaking Business, October 20, 2010Shomari Hearn suggests some situations in which it makes sense to withdraw more than the …
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Larry Elkin in Registered Rep.
Larry Elkin cautions against leaving insurance payments in a retained asset account.
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Rebecca Pavese in Bankrate.com
Rebecca Pavese suggests ways to minimize the pain of required minimum distributions from retirement accounts.
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