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Apr 14
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Will you Pay Taxes on Social Security?

By quantum Uncategorized No Comments

Are your Social Security benefits taxable? The answer is: Yes, sometimes.   If you don’t have significant income in retirement besides Social Security benefits, then you probably won’t owe taxes…

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Apr 14
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What’s the difference between an IRA and a Roth IRA?

By quantum Uncategorized No Comments

Common financial wisdom tells us that as a paid member of the American workforce, you should contribute the maximum to your 401(k), 403(b), 457(b) or similar retirement plan, especially if…

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Apr 14
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5 Things You Need to Know About the Secure Act

By quantum Uncategorized No Comments

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE) became effective Jan. 1, 2020. Here are the top five things you should know. 72 is the new 70½…

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Recent Posts

  • Will you Pay Taxes on Social Security?
  • What’s the difference between an IRA and a Roth IRA?
  • 5 Things You Need to Know About the Secure Act

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    Investment Advisor Representative with and offering investment advisory services through Belpointe Asset Manangement, LLC. Insurance products offered through Belpointe Insurance, LLC.

    • Home
    • Steve
    • Basics
    • Philosophy
      • Tactical Investment Management Styles
      • Multiple Adaptive Methodologies
      • Trend Aggregation Strategies
    • Resources
      • Blog
      • Videos
    • Contact
    • Client Login