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What's in your Toolbox?

What’s In Your Toolbox? (Part 3)

April 4, 2017

Stephen Smalenberger, EA In the last blog entry What’s In Your Toolbox? (Part 2), we learned about the various types of taxable accounts and how the investment growth is taxed when earned.   Let’s turn our attention, today, to the next group of accounts in order to better understand the value these bring to our…

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What's in your Toolbox?

What’s In Your Toolbox?

March 14, 2017

Written By: Stephen Smalenberger, EA Your accounts like tools in a toolbox, each serving a different purpose, allow you to accomplish a variety of goals in the best way possible. When you think about your portfolio, you often immediately remember the underlying investment holdings like stocks, bonds, mutual funds, ETFs, etc.  What about you?  What comes…

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