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Home | Senior American Services, Inc. | Greenville, SC

Proudly serving the Upstate of South Carolina. Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. The Cost of Procrastination. Where Wil...

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Patty Beatty

1200 W●●●●●●f Road

Gre●●●lle , SC, 29607

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Patty Beatty

1200 W●●●●●●f Road

Gre●●●lle , SC, 29607

US

(888●●●●4297
(864●●●●2885
se●●●●●●●●●@charter.net

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Patty Beatty

1200 W●●●●●●f Road

Gre●●●lle , SC, 29607

US

(888●●●●4297
(864●●●●2885
se●●●●●●●●●@charter.net

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Proudly serving the Upstate of South Carolina. Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. The Cost of Procrastination. Where Wil...
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Home | Senior American Services, Inc. | Greenville, SC | keepingyourassets.com Reviews

https://keepingyourassets.com

Proudly serving the Upstate of South Carolina. Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. The Cost of Procrastination. Where Wil...

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keepingyourassets.com keepingyourassets.com
1

A Bucket Plan to Go with Your Bucket List | Millard Beatty Associates, Inc. | Greenville, SC

http://www.keepingyourassets.com/resource-center/retirement/a-bucket-plan

Proudly serving the Upstate of South Carolina. A Bucket Plan to Go with Your Bucket List. A bucket plan can help you be better prepared for a comfortable retirement. Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. Social Security: Maximizing Benefits. There are other ways to maximize Social Security benefits, in addition to waiting to claim them. Investment Strategies for Retirement. 10 Social Security Strategies.

2

Roger Beatty - Millard Beatty Associates, LLC, Greenville, SC - Home

http://www.keepingyourassets.com/events

Proudly serving the Upstate of South Carolina. You’ve made investments your whole life. Work with us to help make the most of them. Making the most of surprises is a great reason to work with us. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? When Special Care Is Needed: The Special Needs Trust. A special needs trust helps care for a special needs child when you’re gone. Roger Beatty Achieves NSSA Advisors Certificate. Do You Feel Lucky? Estate tax exemp...

3

All Calculators | Millard Beatty Associates, Inc. | Greenville, SC

http://www.keepingyourassets.com/resource-center/calculators

Proudly serving the Upstate of South Carolina. A Look at Systematic Withdrawals. Roth 401(k) vs. Traditional 401(k). Potential Income from an IRA. Taxable vs. Tax-Deferred Savings. How Compound Interest Works. What Is My Risk Tolerance? What Is the Dividend Yield? Impact of Taxes and Inflation. Contributing to an IRA? What Is My Life Expectancy? What Is My Current Net Worth? What's My Potential Estate Tax? Assess Your Life Insurance Needs. Capital Gains Tax Estimator. What Is My Current Cash Flow?

4

Glossary | Millard Beatty Associates, Inc. | Greenville, SC

http://www.keepingyourassets.com/tools/glossary

Proudly serving the Upstate of South Carolina. 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 index. Adjustable-rate mortgages generally...

5

Tax | Millard Beatty Associates, Inc. | Greenville, SC

http://www.keepingyourassets.com/resource-center/tax

Proudly serving the Upstate of South Carolina. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. The Facts About Income Tax. Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. 1035 exchanges...

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Home | Senior American Services, Inc. | Greenville, SC

Proudly serving the Upstate of South Carolina. Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. The Cost of Procrastination. Where Wil...

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