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Monthly Archives: September 2022

26 Sep
Uncategorized

The Great Rate Debate

  • September 26, 2022
  • By author-avatar developer
  • 0 comments
While the Dog Days of Summer generally are not good for the stock market, this year has had a few more twists and turns than usual....

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26 Sep
Retirement Funding

Meet IRMAA

  • September 26, 2022
  • By author-avatar developer
  • 0 comments
Sneaky taxes…. Are you at risk? IRMAA stands for Income Related Monthly Adjustment Amount and is a surcharge, or “sneaky tax”, that ...

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26 Sep
Uncategorized

Taxable Income Insights

  • September 26, 2022
  • By author-avatar developer
  • 0 comments
Taxable income (not total income) is what determines your Cap Gains rate. Adjustments help reduce your total income – are you maximizin...

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    • Home
    • About Us
    • Services
      • Services
      • Dow Wealth Management
    • Areas of Focus
      • Cash Flow Planning
      • Investment Management
      • Income Tax Planning
      • Retirement Planning
      • Retirement Income Planning
      • Estate & Legacy Planning
      • Education Planning
      • Risk Management
    • Our Process
    • Insights