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  May 2017







Consider These Investment Tax Strategies

Now is a good time to take a look at your tax situation. You still have time to take action that could reduce your income tax liability for 2017. First, you need to assess where you currently stand…
[FULL ARTICLE...Consider These Investment Tax Strategies]


Rebalance Your Portfolio

There is a relatively underused and simple technique to raise your long-term portfolio performance and reduce your risk at the same time. It’s called rebalancing, and it’s something every investor can and should do.
[FULL ARTICLE...Rebalance Your Portfolio]


Taking the Plunge: When Should You Retire?

Most people know instinctively that deciding when to retire is one of the most important life decisions they’ll ever make. What most people don’t know, however, is how to actually make that decision.
[FULL ARTICLE...Taking the Plunge: When Should You Retire?]


Why Budgets Are Important

For most of us, a budget is arduous and time-consuming, but it is the first step in securing your financial future. Do you want to buy a home? Go on a fabulous vacation? Retire comfortably? Then planning is critical, and you have to know how you are currently spending your money. The merits of a budget include…
[FULL ARTICLE...Why Budgets Are Important]


A Tax-Planning Perspective

There are basically three strategies that can help reduce your income tax bill: 1. Reduce or eliminate taxes. 2. Postpone the payment of income taxes until sometime in the future. 3. Shift the tax burden to another individual.
[FULL ARTICLE...A Tax-Planning Perspective]


   
 

 
Published by Integrated Concepts Group, Inc. 
Some information provided in this newsletter was prepared by Integrated Concepts. This newsletter intends to offer factual and up-to-date information on the subjects discussed, but should not be regarded as a complete analysis of these subjects. Professional advisers should be consulted before implementing any options presented. No party assumes liability for any loss or damage resulting from errors or omissions or reliance on or use of this material.