Diversified Asset Management: Eye on Money May-Jun 2024
Diversified Asset Management, Inc - Eye On Money May/June 2024
We invite you to check out the new issue of Eye On Money! Inside are articles on:
Catching up on retirement savings. Steps you can take to help get your retirement savings on track to your retirement goal.
Summertime tax and financial tips. A few ideas to help you make the most of your summer.
What to know about Social Security before you begin benefits. Don’t miss this one if you are thinking about claiming your Social Security retirement benefits soon!
Financial incentives for making your home more energy efficient. Planning to make energy-efficient improvements to your home this summer? There are two federal tax credits that may help you recoup part of the cost of making those improvements.
Also in this issue, you can learn about avoiding federal tax on unused 529 plan funds, generating income in retirement, and checking the status of your tax refund. Plus, you can travel vicariously to Lake Lucerne, Switzerland, discover what’s on this spring, and see how much you know about the upcoming Olympics in Paris.
Please let us know if you have questions about anything in Eye On Money.
For personalized guidance tailored to your unique situation, contact Diversified Asset Management, Inc. at info2@diversifiedassetmanagement.com or (303) 440-2906. Our experts can help you navigate the complexities of business succession and ensure a successful transition.
Robert J. Pyle, CFP®, CFA, AEP® founded Diversified Asset Management, Inc., in 1996 to provide personalized, comprehensive wealth management services to successful individuals, families, single women, and business owners. His specialty is addressing the complex financial needs of self-employed professionals, corporate executives, and small-business owners. Our disclosure can be found here. The views, opinion, information, and content provided here are solely those of the respective authors, and may not represent the views or opinions of Diversified Asset Management, Inc. Diversified Asset Management, Inc. cannot guarantee the accuracy or currency of any such third party information or content, and does not undertake to verify or update such information or content. Any such information or other content should not be construed as investment, legal, accounting, or tax advice.
Here is the link to the full newsletter:
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