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Tax Benefits of Home Ownership

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Buying a home can be a major expenditure. Fortunately, federal tax benefits are available to make home ownership more affordable and less expensive. There may also be tax benefits under state law. Mortgage interest deduction One of the most important tax benefits of owning a home is that you may be able to deduct any …

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Is It Wise to Trade Your Pension for a Lump Sum?

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Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s. But 15% of private-sector workers and 75% of state and local government workers still participate in traditional pensions.1 Altogether, 35% of workers say they (and/or their spouse) have pension benefits with a current …

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Taxes: File Yours by April 18th!

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IRS Tax Deadline 2017—File your Taxes by Tuesday, April 18, 2017 Deadline to file individual taxes for 2016. Last day to make a contribution to a Traditional IRA, Roth IRA, SEP IRA or solo 401(k) for the 2016 tax year. IRA contributions for 2016 can be made up until the April 18th 2016 IRA/Roth IRA …

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Spring 2017 Newsletter

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Earth Day Earth Day is an annual event created to celebrate the planet’s environment and raise public awareness about pollution. The day, marked on April 22, is observed worldwide with rallies, conferences, outdoor activities and service projects.Read more Columbus Blooms Spring is the perfect time to visit the Franklin Park Conservatory! During the month of …

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Will ERISA preempt state law under the fiduciary rule?

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The Labor Department’s fiduciary rule may give IRA investors access to jury trials in class action lawsuits, a right that has been denied to the vast majority of plaintiffs in class actions brought under the Employee Retirement Income Security Act. Under the rule’s private right of action provision, IRA investors can bring class action claims …

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