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Mike Dalton in USA Today | March 2, 2015

Check out the USA Today article Mike Dalton is quoted in: 7 steps to a financially secure retirement More >>

Taxpayer Bill of Rights... | December 22, 2014

According to the IRS, every taxpayer has a set of fundamental rights. You should be aware of these rights when you interact with the Internal Revenue Service. The “Taxpayer Bill of Rights” takes... More >>

50% PENALTY... | December 8, 2014

The Internal Revenue Service reminded taxpayers born before July 1, 1944, that they generally must receive payments from their individual retirement arrangements (IRAs) and workplace retirement... More >>

Certifications. YES – They Matter | December 1, 2014

Results from ORC International survey conducted in November 2014, sampling 850 US investors with investable assets of $100,000 or more (excluding primary residence). A summary of the results... More >>

Social Security 2015 Increases | October 31, 2014

Social Security Announces 1.7 Percent Benefit Increase for 2015 Monthly Social Security and Supplemental Security Income (SSI) benefits for nearly 64 million Americans will increase 1.7 percent in... More >>

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