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The Ricks Report – August 21, 2017

­­­­­­­The Ricks Report August 21, 2017 Fixed Indexed Annuities used in the appropriate way can be wonderful additions to a well-rounded retirement plan. These tools give their owners opportunity to capture positive gains in market indexes while having protection from market downturns. I am including in this email a brochure for such a product from
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Back to School? 10 Things You Must Know About Using Your IRA For Educational Expenses

The arrival of August means that it’s back to school time! This means it is time for new school supplies and other bigger expenses. Are you thinking about using your IRA to pay that large tuition bill? The rules can be complicated. Here are 10 things you will want to know: 1. Usually, if you
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The Ricks Report – August 14, 2017

­­­­­­­ The Ricks Report  August 14, 2017 Numbers of $ignificance DISCOUNT RATES PRODUCE DRAMATIC INCREASE IN VALUE – The discount rate used to calculate the present value of pension liabilities has historically been benchmarked to high-quality corporate bond yields. Every 1 percentage point drop in the discount rate produces an approximate +12% increase in the
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What’s Your IRA Worth?

Many IRA owners invest in assets other than the usual stocks, bonds, cash, and mutual funds. In fact, the tax code allows for IRAs to invest in just about anything out there except for collectibles, life insurance, and S-corporation stock. But when you invest in those “other assets,” what are they really worth? If you
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The Ricks Report – August 7, 2017

­­­­­­­ The Ricks Report  August 7, 2017  Fixed Indexed Annuities used in the appropriate way can be wonderful additions to a well-rounded retirement plan. These tools give their owners opportunity to capture positive gains in market indexes while having protection from market downturns. I am including in this email a brochure for such a product
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