This month’s newsletter can help you with ongoing financial management and tax planning. It contains the following topics:
- Tax-Wise Portfolio Rebalancing
- Social Security Strategies That Still Work
- With Retirement Plans, SIMPLE May Be Better
- Tax Calendar
Money on the Move
In 2016, nearly $260 billion flowed out of stock funds, almost $107 billion flowed into bond funds, and another $86 billion or more went into taxable money market funds..
CPA Client Newsletter May 2017 from TR&S CPA
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