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WHITEPAPERS

Grace Advisory Group

We’re committed to helping you make informed decisions about your financial future.

6 Critical Social Security Facts

6 Critical Social Security Facts

The regulations surrounding Social Security are changing all the time. In our continued effort to provide you with the highest possible quality of materials, we have recently updated our “6 Critical Facts” whitepaper to reflect the latest regulatory revisions. This whitepaper covers:

  • New rules and regulations
  • How age affects benefits
  • Strategies for collecting Social Security
  • Spousal and survivor benefits
Grace Advisory Group

IRA RESOURCES

Avoiding 60 Day Rollover Mistakes in 5 EASY steps

Avoiding 72(t) Mistakes in 5 EASY steps

Avoiding Charitable IRA Beneficiary Mistakes in 5 EASY steps

Avoiding Mistakes in a Divorce in 5 EASY steps

Avoiding Spousal Beneficiary Mistakes in 5 EASY steps

Avoiding the 10 Percent Penalty in 5 EASY steps

Calculating your Pro Rata Rule in 5 EASY steps

Calculating your RMD in 5 EASY steps

Choosing the Right Financial Advisor in 5 EASY steps

Choosing the Right Tax Professional in 5 EASY steps

Determining Tax on Roth Distribution in 5 EASY steps

Fixing a Missed RMD in 5 EASY steps

IRD Deduction in 5 EASY steps

Navigating Health Care Law in 5 EASY steps

NUA in 5 EASY steps

Planning for a Disclaimer in 5 EASY steps

Planning for Multiple Beneficiaries in 5 EASY steps

Protecting IRA from Prohibited Transactions in 5 EASY steps

Recharacterizing a Roth Conversion in 5 EASY steps

Tackling the American Taxpayer Relief Act of 2012 in 5 EASY steps

To Convert or Not to Convert in 5 EASY steps

Using a Tax Refund to Fund an IRA