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2019 March / April
Fri, Mar 1st 2019 10:00 am
As just about every investor knows, it’s not what your investments earn, but what they earn after taxes that counts. After factoring in federal income and capital gains taxes, the alternative minimum tax, and any applicable state and local taxes, your investments’ returns in any given year may be reduced by 40% or more. In this issue of “Speaking Of” we offer five strategies for tax-efficient investing to potentially help lower your tax bill.
Speaking Of...
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September-October 2019
October 31, 2019
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Your Retirement in Focus
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Q2 2023 Plan Participant Newsletter
June 26, 2023
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Retirement Times
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Q2 2023 Plan Sponsor Newsletter
June 26, 2023
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Archives
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Beltz Ianni & Associates Makes List of NAPA Top DC Advisors for 2022
March 29, 2023
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Michelle Cannan makes NAPA's 2022 List of Top Women Advisors
November 18, 2022
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Beltz Ianni & Associates Named a NAPA Top DC Advisor for 2021
March 28, 2022
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Anne Webster Retires from Beltz Ianni & Associates
January 11, 2022
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Michelle Cannan makes NAPA's 2021 List of Top Women Advisors
October 20, 2021
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