iisfinancial.com
Retiring the 4% Rule | IIS Financial Services
http://www.iisfinancial.com/resource-center/retirement/retiring-the-4-percent-rule
David A. Hanson. Carl F. Hanson. South Portland: (207) 761-4733. Toll Free: (800) 640-8787. IIS Financial White Papers. Retiring the 4% Rule. A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Women are great at multi-tasking. But many drop the ball when preparing for retirement. Orchestrating Your Retirement Accounts. Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
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Tools | IIS Financial Services
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David A. Hanson. Carl F. Hanson. South Portland: (207) 761-4733. Toll Free: (800) 640-8787. IIS Financial White Papers. Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information. Securities offered through Investors Capital Corporation.
iisfinancial.com
Rightsizing for Retirement | IIS Financial Services
http://www.iisfinancial.com/resource-center/retirement/rightsizing-for-retirement
David A. Hanson. Carl F. Hanson. South Portland: (207) 761-4733. Toll Free: (800) 640-8787. IIS Financial White Papers. What does your home really cost? Are you ready for retirement? Here are five words you should consider. Choosing a Retirement Plan that Fits Your Business. To choose a plan, it’s important to ask yourself four key questions. There are a number of ways to withdraw money from a qualified retirement plan. Check the background of your financial professional on FINRA's BrokerCheck.
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Resource Center
http://www.iisfinancial.com/resource-center
David A. Hanson. Carl F. Hanson. South Portland: (207) 761-4733. Toll Free: (800) 640-8787. IIS Financial White Papers. 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. Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through Investors Capital Corporation. 707 Sable Oaks Drive.
iisfinancial.com
Investment Advisory Services | Independent Financial Advisors | Retirement Planning | Portland, ME
http://www.iisfinancial.com/p/our-services
David A. Hanson. Carl F. Hanson. South Portland: (207) 761-4733. Toll Free: (800) 640-8787. IIS Financial White Papers. COMPREHENSIVE & TAILORED FINANCIAL PLANNING. Through your comprehensive financial plan or a more focuded tailored financial plan, you’ll be equipped with the proper resources to identify your financial goals and help you on your path toward achieving those goals. Brokerage and Advisory Accounts. We work with individuals, small businesses, nonprofits, public schools, municipalities, and ...
iisfinancial.com
Glossary | IIS Financial Services
http://www.iisfinancial.com/tools/glossary
David A. Hanson. Carl F. Hanson. South Portland: (207) 761-4733. Toll Free: (800) 640-8787. IIS Financial White Papers. 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 adjuste...
iisfinancial.com
Team | IIS Financial Services
http://www.iisfinancial.com/team
David A. Hanson. Carl F. Hanson. South Portland: (207) 761-4733. Toll Free: (800) 640-8787. IIS Financial White Papers. David A. Hanson. David Hanson is a Managing Partner and co-founder of IIS Financial Services in Portland, Maine. David serves as a Financial Consultant working with clients to develop and implement solutions to address their financial planning needs. Click to read more. Carl F. Hanson. Click to read more. Francina M. Chapman. Office Manager / Group Retirement Plan Coordinator. We are re...
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Forms
http://www.iisfinancial.com/p/forms
David A. Hanson. Carl F. Hanson. South Portland: (207) 761-4733. Toll Free: (800) 640-8787. IIS Financial White Papers. Please return completed forms by fax (207) 761-3956 or email retire@iisfinancial.com. Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through Investors Capital Corporation. Advisory Services offered through Investors Capital Advisory Services, 6 Kimball Lane, Lynnfield, MA 01940 1-800-949-1422. 707 Sable Oaks Drive. South Portland, ME 04106.
iisfinancial.com
Retirement | IIS Financial Services
http://www.iisfinancial.com/resource-center/retirement
David A. Hanson. Carl F. Hanson. South Portland: (207) 761-4733. Toll Free: (800) 640-8787. IIS Financial White Papers. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. What does your home really cost? Here's on...
murphyfinancialgrp.com
Tax Resources | Michael J. Murphy
http://www.murphyfinancialgrp.com/tools/tax-resources
Smithtown, NY 11787. Our Products and Services. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Sign up for my Newsletter. Error processing your request. Please try again at a later time. Office: (646) 722.6502.