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Roth IRAs for Kids and Grandkids

Most investors are familiar with the standard mechanisms of the Roth IRA: A person contributes post-tax money to a retirement account, typically for him/herself, and those funds experience tax-free potential growth as long as they are not withdrawn until the person reaches the age of 59 ½.

 

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Having trouble freezing your credit?

A week ago Equifax, one of the three major U.S. credit bureaus, reported that identity thieves stole the Social Security numbers, birth dates, addresses and driver’s license numbers of approximately 143 million Americans.

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Equifax security breach – what you can do

The news is buzzing with information on the latest security breach. Equifax, one of three major U.S. credit bureaus, reported on Thursday that identity thieves stole the Social Security numbers, birth dates, addresses and driver’s license numbers of approximately 143 million Americans.

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Value Added By A Financial Advisor

 

Part of acting in a prudent and fiduciary capacity involves charging a reasonable fee that is transparent to the client. SYM Financial Advisors has long favored cost transparency through fiduciary relationships with all clients. It is simply the right way to do business.

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Tax Planning Today for 2017

If tax time is always a bit confusing, then Federal tax planning for 2017 might feel like a 12-sided Rubik’s Cube. While a precise algorithm may not exist to solve for this new tax environment, we are happy to offer some simple and practical advice for your consideration at year-end.

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