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Leaving a Legacy: 3 Differences Between Life Insurance and Roth IRAs

February 20, 2018

About the Author: Robert E. Grace, JD, CLU, ChFC, RFC is an Investment Adviser Representative and Master Elite IRA Advisor. As Founder & President of Grace Tax Advisory Group, LLC. , he has helped thousands of clients prepare for retirement through his proprietary planning process. Grace is also a best-selling author and radio show host.  Learn more about Bob.…

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Why You Need to Name Your Beneficiaries

January 31, 2018

Life insurance and annuities can bring protection and retirement income that help people meet their financial needs and goals. When you buy these items, you get the opportunity to name beneficiaries who will receive distributions after you pass away. This article provides insight into why you name beneficiaries and how that helps protect you and…

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What Does the New Tax Law Mean for Me?

January 26, 2018

Late last year, President Donald Trump promised to deliver a “big, beautiful Christmas present” to Americans that would revive an anemic U.S. economy. While the holidays are past, the sound and fury continues as pundits on both sides of the political spectrum debate the long-range ramifications of the “Tax Cuts and Jobs Act,” the first…

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What Does the New Tax Plan Mean for Investing?

January 18, 2018

About the Author: CHERYL L. CHARBONNEAU, CPA, CFP®, CGMA, is CFO and Director of Tax Operations at Grace Tax Advisory Group, LLC in Southwest Florida. For 25 years, Cheryl worked as a CPA, which included 10 years as a partner in an accounting and wealth management firm in Naples. Subsequently, she earned the Certified Financial Planner® (CFP)…

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Calculating Your RMD in 5 Easy Steps

December 11, 2017

About the Author: Robert E. Grace, JD, CLU, ChFC, RFC is an Investment Adviser Representative and Master Elite IRA Advisor. As Founder & President of Grace Tax Advisory Group, LLC. , he has helped thousands of clients prepare for retirement through his proprietary planning process. Grace is also a best-selling author and radio show host.  Learn more about Bob.…

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Infostat | One third of people worry about supporting themselves …

October 15, 2017

Do you have questions about how to start protecting yourself and your loved ones ? We are here to help! Click here to request a complimentary consultation or contact our office at 800-511-4048 to schedule a meeting.  Get a FREE Second Opinion on Your Retirement Income Plan, Taxes, Wills & Trusts. Click here to request your Personalized Income Plan…

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8 Things to Know Before the October 16 IRA Recharacterization Deadline

October 3, 2017

Did you convert your traditional IRA to a Roth IRA in 2016 and now you are reconsidering that move? Did you make a 2016 traditional IRA contribution and later discover the contribution was not deductible? Did you contribute to a Roth IRA, not knowing that your income was above the limits for eligibility? If you…

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Infostat | 65% say most people need disability insurance …

September 28, 2017

Do you have questions about how to start protecting yourself and your loved ones ? We are here to help! Click here to request a complimentary consultation or contact our office at 800-511-4048 to schedule a meeting.  Get a FREE Second Opinion on Your Retirement Income Plan, Taxes, Wills & Trusts. Click here to request your Personalized Income Plan…

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Download: Recharacterizing a Roth Conversion in 5 Easy Steps

September 21, 2017

About the Author: Robert E. Grace, JD, CLU, ChFC, RFC is an Investment Adviser Representative and Master Elite IRA Advisor. As Founder & President of Grace Tax Advisory Group, LLC. , he has helped thousands of clients prepare for retirement through his proprietary planning process. Grace is also a best-selling author and radio show host.  Learn more about Bob.…

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Infostat | 48% say they need disability insurance …

September 3, 2017

Do you have questions about how to start protecting yourself and your loved ones ? We are here to help! Click here to request a complimentary consultation or contact our office at 800-511-4048 to schedule a meeting.  Get a FREE Second Opinion on Your Retirement Income Plan, Taxes, Wills & Trusts. Click here to request your Personalized Income Plan…

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Gall Grace Advisory Group

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Fax: (239) 481-5545

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