Eye On Money March/April 2020
We invite you to check out the new issue of Eye On Money! Inside are articles on:
Planning your estate. Learn about eight common estate planning tools and how they can help protect your family’s financial future, as well as your own.
Education tax credits. Don’t miss this article if you are paying college tuition!
Converting to a Roth IRA. If you like the idea of paying tax now on your retirement savings so that future growth and withdrawals in retirement are tax-free, be sure to check out this article on converting a tax-deferred retirement account to a Roth IRA.
Five things you may not know about Medicare.
Also in this issue, you can check out articles on freezing your credit report, knowing when to check your tax withholding, and investing in dividend-paying stock. Plus, you can take a vicarious road trip through the scenic Drakensberg Mountains, learn which days private gardens will be open to the public, and test your knowledge of all things Canadian.
Please let us know if you have questions about anything in Eye On Money.
Robert J. Pyle, CFP®, CFA is president of Diversified Asset Management, Inc. (DAMI). DAMI is licensed as an investment adviser with the State of Colorado Division of Securities, and its investment advisory representatives are licensed by the State of Colorado. DAMI will only transact business in other states to the extent DAMI has made the requisite notice filings or obtained the necessary licensing in such state. No follow up or individualized responses to persons in other jurisdictions that involve either rendering or attempting to render personalized investment advice for compensation will be made absent compliance with applicable legal requirements, or an applicable exemption or exclusion. It does not constitute investment or tax advice. To contact Robert, call 303-440-2906 or e-mail info@diversifiedassetmanagement.com.
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. The selection of any posts or articles should not be regarded as an explicit or implicit endorsement or recommendation of any such posts or articles, or services provided or referenced and statements made by the authors of such posts or articles. 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.