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Who Is HD Vest? What Is Tax Alpha? Tax Planning and IRA Planning. Online Tax Client Access. Suddenly Single: 3 Steps to Take Now. Here are 3 steps to take right now that may make a difference if you find yourself suddenly single. What are your options for investing in emerging markets? Global and International Funds. Investors seeking world investments can choose between global and international funds. What's the difference? Are Alternative Investments Right for You? 160;     . 160;   ...Planning for...

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Home | Advanced Tax Strategies, PC. and Sommers Wealth Management | advancedtaxstrategies.com Reviews

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Who Is HD Vest? What Is Tax Alpha? Tax Planning and IRA Planning. Online Tax Client Access. Suddenly Single: 3 Steps to Take Now. Here are 3 steps to take right now that may make a difference if you find yourself suddenly single. What are your options for investing in emerging markets? Global and International Funds. Investors seeking world investments can choose between global and international funds. What's the difference? Are Alternative Investments Right for You? 160;     . 160;   &#16...Planning for...

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Resource Center

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Who Is HD Vest? What Is Tax Alpha? Tax Planning and IRA Planning. Online Tax Client Access. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. Understanding tax strategies can potentially help you better manage your overall tax situation.

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Glossary | Advanced Tax Strategies, PC. and Sommers Wealth Management

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Who Is HD Vest? What Is Tax Alpha? Tax Planning and IRA Planning. Online Tax Client Access. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an i...

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Lifestyle | Advanced Tax Strategies, PC. and Sommers Wealth Management

http://www.advancedtaxstrategies.com/resource-center/lifestyle

Who Is HD Vest? What Is Tax Alpha? Tax Planning and IRA Planning. Online Tax Client Access. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. The Richest Man in Babylon. In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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Products & Services | Advanced Tax Strategies, PC. and Sommers Wealth Management

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Who Is HD Vest? What Is Tax Alpha? Tax Planning and IRA Planning. Online Tax Client Access. We provide assistance in the following areas:. These services are offered by Michael Sommers through his affiliation with HD Vest. Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through HD Vest Investment Services. Advisory Services offered through HD Vest Advisory Services. 6333 North State Highway 161, 4th Floor, Irving, Texas 75038, 972-870-6000. The HD Vest affil...

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Suddenly Single: 3 Steps to Take Now | Advanced Tax Strategies, PC. and Sommers Wealth Management

http://www.advancedtaxstrategies.com/resource-center/lifestyle/suddenly-single-3-steps-to-take-now

Who Is HD Vest? What Is Tax Alpha? Tax Planning and IRA Planning. Online Tax Client Access. Suddenly Single: 3 Steps to Take Now. Here are 3 steps to take right now that may make a difference if you find yourself suddenly single. Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. Personal Finance Tips for Military Families. Military families face unique challenges, making personal finance even more critical. Have A Question About This Topic? The HD Vest affiliate...

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Home | Advanced Tax Strategies, PC. and Sommers Wealth Management

Who Is HD Vest? What Is Tax Alpha? Tax Planning and IRA Planning. Online Tax Client Access. Suddenly Single: 3 Steps to Take Now. Here are 3 steps to take right now that may make a difference if you find yourself suddenly single. What are your options for investing in emerging markets? Global and International Funds. Investors seeking world investments can choose between global and international funds. What's the difference? Are Alternative Investments Right for You? 160;     . 160;   &#16...Planning for...

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