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Anthony J. Bardi

Registered Representative*

Enrolled Agent, LTC# 4454

 

Tax and Financial Solutions, Inc.

151 SE 223rd Avenue, Gresham, OR 97030

 

Phone:  503-666-7909 

 

 

July/August 2020

Overcoming Financial Obstacles

Millennials face challenging financial obstacles, including high student loan debt and difficult entry into an expensive real estate market. But they have one advantage that older generations never have: Time is on their side. If you’re a Millennial consider how, even with other financial obligations, you can find the money needed for long-term financial goals.

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Real Estate Investment Trusts

Real estate has always been a way for investors to grab a personal piece of the American Dream — their own homes — but it may also prove to be a smart addition to your investing strategy while potentially providing a steady stream of income. A publicly traded Real Estate Investment Trust (REIT)* offers one way to invest in this asset class, which includes varied commercial and personal real estate.

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Benefits for a Younger Workforce

Planning for open enrollment is becoming a more important exercise for business owners as Baby Boomers give way to Millennials and Gen X, Y and Z staff who have different ideas about what they want in benefits. Here’s a look at what benefits younger employees may value:

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What's an Annuity Exchange?

When you surrender an annuity* or cash value life insurance policy, you may face taxes and penalties unless you exchange it in a tax-approved way. That way is a 1035 Exchange, named after a section of the Internal Revenue Code. If you are considering such an exchange, understand the consequences first before making any decision.

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Business Travel with Family

If you run your own company and travel for business, you may want to combine work with pleasure. That’s okay, as long as you don’t trip up on tax rules.

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Back to School Spending Stats

Parents of students know summer ends with the added expense of back-to-school shopping. Here’s how to survive this unavoidable annual ritual while keeping your expenses down.

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Back-to-School Shopping Tips

School supplies comprise a healthy portion of back-to-school spending. In 2019, a survey by the National Retail Federation and Prosper Insights & Analytics found that families expected to spend an average $696.70 on school supplies for each elementary through high school student. Expect that number to top $700 this year.

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Tax-Saving College Funding Options

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Tools to Help You Build Your Retirement Accounts

Company-sponsored 401(k) plans may feature matching contributions from your employer, and automatic enrollment, rebalancing and contribution escalators, to name a few. Even if you don’t have these options, you can still model your retirement investing behavior after some of these plan features.

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* Avantax affiliated advisors may only conduct business with residents of the states for which they are properly licensed and registered. Securities offered through Avantax Investment Services, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services, Insurance services offered through Avantax Insurance Agency LLC. 6333 N. State Highway 161, Fourth Floor, Irving, Texas 75038, (972) 870-6000. Tax and Financial Solutions, Inc. is not a registered broker/dealer or registered investment advisory firm. This newsletter was created by a Third Party and was not written or created by named representative and does not necessarily represent the views and opinions of Avantax Wealth Management or its subsidiaries.
Tax and Financial Solutions, Inc. and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

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