January 2018 Home   |   Contact Us   |   Sign Up
Searching for a Better You
Only about 8% of people keep their New Year's resolutions, but many more use the Internet to research how to accomplish their goals.
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Options for Inherited IRAs
IRS rules for inheriting retirement accounts are complex, and an uninformed decision could result in unexpected taxes and penalties.
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Balancing with Bond Funds
An appropriate balance of stocks and bonds is fundamental to building a solid portfolio, but individual bonds are expensive in general and usually inaccessible to investors who participate in employer-sponsored retirement plans. For these reasons, many investors use bond funds — mutual funds and exchange-traded funds composed mostly of bonds and other debt instruments.
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How Long Should You Keep Financial Records?
The beginning of the year is also the start of tax filing season, so it's a great time to organize your records and discard old documents to make room for new ones.
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This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek advice from an independent professional advisor. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. This material was written and prepared by Broadridge Advisor Solutions. © 2018 Broadridge Investor Communication Solutions, Inc.

*Securities offered through American Portfolios Financial Services, Inc. (APFS), Member FINRA/SIPC.

APFS is not affiliated with Innovative Insurance Solutions, Ltd.