Financial Expert Joseph M. Maas Publishes 2nd Book – 401(k) Insight: Getting to “Retired!”
Joseph M. Maas, CFA, CVA, ABAR, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM, a Principal and...
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Author: Joe Maas
Tax Exempt Income vs. Tax Deferred Income
It’s tax time and everyone wants to know how to reduce their income tax liability. While it may be too late to make changes that impact 2014, you’ve got plenty of time to make changes for 2015. As you do so, keep in mind the...
Read MoreAlternative Minimum Tax and Capital Gains Tax
While there are a seemingly endless variety of taxes that local, state and the federal government imposes on citizens, here are two taxes that are worth a quick description because these may impact you directly. The Alternative...
Read MorePlanning for Income Tax Reduction
The purpose of planning a tax strategy on the income you receive is to limit the amount of federal income tax you would otherwise have to pay. There are several ways to do this so you can save your hard-earned money, such as...
Read MoreThe Purpose of Risk Management
There is a great variety of risk in our lives, and mitigating these risks is an intelligent response to achieve financial self-preservation. Personal risk When considering insurance as a means for financial protection, two main...
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