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Daily Archives: December 20, 2013

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  2. 2013
  3. December
  4. 20

Rebalancing Your Portfolio

Blog, In The News, Investment SelectionBy Henssler FinancialDecember 20, 2013

If you are looking at your investments at year end, it is a good time to evaluate your investment decisions. We explain how in this week’s Marietta Daily Journal Article.

Take Advantage of the IRA-to-Charity Transfer

Blog, TaxBy Henssler FinancialDecember 20, 2013

For 2013, if you are age 70½ and older, you are allowed to make direct distributions (up to $100,000) from your Traditional or Roth IRA account to a charity. Read more in this Tax Strategist.

Your 2013 Tax Bill May Give You a Shocker

Blog, TaxBy Henssler FinancialDecember 20, 2013

Many higher-income taxpayers are in for a shock when their 2013 income tax returns are prepared. In 2013, a significant number of tax increases, and new limitations on deductions, will impact higher income taxpayers. Read more in this Tax Strategist.

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