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Should You Retire at the Same Time As Your Spouse?

Submitted by RMT Wealth Management | Tax Efficient Investment Strategies on February 3rd, 2021

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time.

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What You Should Know About Certified Financial Planners

Submitted by RMT Wealth Management | Tax Efficient Investment Strategies on July 24th, 2020

Certified Financial Planners (CFP) can stand out from a rather crowded field of financial professionals for a variety of reasons. One of the most important reasons is that Certified Financial Planners are mandated to act as a fiduciary, meaning that they are required to put their client’s interests and needs ahead of his or her own.

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What You Should Know About Certified Financial Planners

Submitted by RMT Wealth Management | Tax Efficient Investment Strategies on July 24th, 2020

Certified Financial Planners (CFP) can stand out from a rather crowded field of financial professionals for a variety of reasons. One of the most important reasons is that Certified Financial Planners are mandated to act as a fiduciary, meaning that they are required to put their client’s interests and needs ahead of his or her own.

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Is Now the Time to Give Yourself a 401(k) Loan?

Submitted by RMT Wealth Management | Tax Efficient Investment Strategies on July 24th, 2020

In planning how to finance a large purchase before age 59 ½, it’s common to consider the idea of taking a withdrawal or a loan from a 401(k) or another retirement account. Taking money from your retirement funds is not a decision to be made lightly and can come with a few undesirable consequences.

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Financial FAQs

Submitted by RMT Wealth Management | Tax Efficient Investment Strategies on September 25th, 2018

Here are the answers to some of the most frequently asked financial questions.  

I’ve just started my first job.  Do I really have to start saving for retirement now?

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Video: What’s Your Risk Management Plan?

Submitted by RMT Wealth Management | Tax Efficient Investment Strategies on November 3rd, 2017

What exactly does it mean to “fully” protect your financial future?

 

Infographic: 6 Easy Organization Tips to Take Time off of Taxes

Submitted by RMT Wealth Management | Tax Efficient Investment Strategies on September 6th, 2017

6 organization tips taxes.jpg

Resources:

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Think You’re Covered for Travel Abroad? Think Again

Submitted by RMT Wealth Management | Tax Efficient Investment Strategies on July 7th, 2017

World travel, both for business and pleasure, is on the rise again and with it the risk exposures for travelers. Liabilities and risks that most people typically cover with a typical homeowner’s policy or travel benefits from their credit card companies are multiplied when traveling the globe.

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Video: Finance 101: A Lesson in Helping your Student Pay for College

Submitted by RMT Wealth Management | Tax Efficient Investment Strategies on June 6th, 2017

Your student is planning on following in your footsteps and will be receiving that admissions letter of acceptance sooner than you think.

 

Smart Taxes: Roth IRA

Submitted by RMT Wealth Management | Tax Efficient Investment Strategies on April 21st, 2017

Without fail as Tax Day approaches every year, the mind whirls while you check boxes and fill in numbers about everything you could have, should have, would have done to save more money on taxes. Could you have saved more? Invested better? Been smarter at charitable giving? Probably.

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Recent Blog Posts

  • Should You Retire at the Same Time As Your Spouse?
  • What You Should Know About Certified Financial Planners
  • What You Should Know About Certified Financial Planners

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Securities and Investment Advisory Services Offered through H. Beck, Inc. Member FINRA, SIPC H. Beck and RMT Wealth Management are not Affiliated .

Neither RMT Wealth Management nor H. Beck, Inc. offers legal or tax advice. For specific information that applies to your circumstances you should consult a qualified legal/tax advisor.

We are licensed to sell Insurance Products in the following states: Florida, New Jersey, New York, Pennsylvania, Virginia.

We are registered to sell Securities in the following states: Arizona, California, Florida, New Jersey, New York, Pennsylvania, Virginia.

About tax efficient investment strategies: Investing involves risks and there is no guarantee that any particular strategy will work under all market conditions or protect against a loss in a declining market.

Investments will fluctuate and may be worth more or less than when originally purchased. Diversification and asset allocation may reduce some risks of investing, but do not guarantee a profit or ensure against market losses.

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