How to Handle the Death of a Loved One With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial services industry for the past 30 years, we get it. That’s why HD Vest Financial Services®…
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Getting Married: Tax and Investment Issues to Consider
Getting Married: Tax and Investment Issues to Consider With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial services industry for over 30 years, we get it. That’s why HD Vest Financial Services® is constantly…
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Expanding Your Family: Tax and Investment Issues to Consider
Expanding Your Family: Tax and Investment Issues to Consider Congratulations! There is nothing more exciting than adding a new member to your family. Whether you are expecting a new bundle of joy or adding to your family through adoption, there is plenty to get in order. Painting the room, buying clothes and furniture and getting…
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Managing the Financial Implications of Divorce
Managing the Financial Implications of Divorce With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial services industry for the past 30 years, we get it. That’s why HD Vest Financial Services® is constantly seeking…
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Protect Your Nest Egg
PROTECT YOUR NEST EGG MAXIMIZE SAVINGS AND MINIMIZE TAXES WITH AN IRA A Solid Retirement Savings Option Whatever your time horizon for retirement, the time to start saving is now. With life expectancies and inflation rising, and the liklihood of Social Security benefits declining, you may find that you need to save more aggressively than…
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Advanced Roth IRA Conversion Strategies
Advanced Roth IRA Conversion Strategies With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial services industry for the past 30 years, we get it. That’s why HD Vest Financial Services® is constantly seeking ways…
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Investment Strategies for Investors Subject to the 3.8% Net Investment Income Tax
Investment Strategies for Investors Subject to the 3.8% Net Investment Income Tax With the ever-changing tax world, it is growing increasingly difficult to know how every piece of legislation or industry update affects clients and impacts their financial future. As a leader in the financial services industry for the past 30 years, we get it.…
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Investment Strategies to Reduce Alternative Minimum Tax
Investment Strategies to Reduce Alternative Minimum Tax With the ever-changing tax world, it is growing increasingly difficult to know how every piece of legislation or industry update affects clients and impacts their financial future. As a leader in the financial services industry for the past 30 years, we get it. That’s why HD Vest Financial…
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Advisor Diversification
Advisor Diversification With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial services industry for over 30 years, we get it. That's why HD Vest Financial Services® is constantly seeking ways to share the latest…
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Understanding Long-Term Care
Understanding Long-Term Care With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial services industry for over 30 years, we get it. That's why HD Vest Financial Services® is constantly seeking ways to share the…
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