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Piershale Financial Group
Mike Piershale, ChFC, is president of Piershale Financial Group, a wealth management firm in Crystal Lake, Illinois. With more than 30 years of experience, Mike has extensive knowledge in key areas of financial planning and works with clients on retirement and estate planning, portfolio management and insurance needs. In addition, his widespread knowledge on tax planning allows him to highlight opportunities for maximizing tax reduction strategies.
You're busy enjoying retirement and you just plain forget to take your requirement minimum distribution. Or you do the math wrong. It could be a costly mistake. Here's how to fix it.
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If you don't like paying taxes, health savings accounts could be a way to save for your health costs… and for retirement, too.
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The five-year period from age 65 to 70 offers a unique opportunity for many to potentially save tens of thousands through Roth IRA conversions.
Donate stocks instead of cash to maximize your contribution, as well as your tax savings.
Financial adviser Mike Piershale sees market losses coming and recommends you consider paring back.
Be sure to avoid these common errors.
Talking about money might not be the most romantic activity, but it can help ensure your marriage lasts happily for as long as you both shall live.
Now is a good time to get your financial house in order and find ways to save on taxes.