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Daily Archives: June 4, 2014

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  4. 04

Can You Explain the Morningstar Box?

Investment Selection, VideoBy Henssler FinancialJune 4, 2014

The hosts of “Money Talks” address a listener’s question on the Morningstar Style Box. Dr. Gene, and the show hosts describe how the box is used to determine the type of allocations a fund holds. They also discuss how to use the box to determine a fund’s consistency and how your investments should be weighted.

IRS Reinterprets the Once-Per-Year IRA Rollover Limitation

Blog, TaxBy Henssler FinancialJune 4, 2014

A recent Tax Court Case ruled the once-per-year rollover applied to the aggregate of all of the taxpayer’s IRA accounts. Does this affect you? Find out in this Tax Tip.

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