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Rigby Financial Group
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Changes to the tax code could be on the horizon. Our latest alert looks at the implications of 4 proposed changes in President Obama’s January 20 State of the Union address: 
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Use this relatively calm time in the market to evaluate your investment portfolio. Our November alert gives you our 8 top tips for thinking about your financial strategies and planning for 2015: 
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New IRS rules have turned IRA rollovers into a minefield of expensive mistakes that can cost you up to 60% of your funds. Find out how to avoid them:
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Proper planning prevents poor performance. Don't wait until April to look at your tax situation. Here are 7 tax strategies you should use before the end of the year.
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Over the next 10 to 15 years, nearly 4 million small-business owners will approach retirement age. Yet more than 75% don’t have a succession plan. Find out why you need to create one sooner rather than later.
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A well-constructed life insurance can give you peace of mind, protect your retirement funds and reduce your tax liability. We look at four good reasons to invest in a policy. 
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This month, we look at why you shouldn’t delay on depositing your employees’ contributions to their benefits plans—unless you really, really want to trigger a DOL audit of your business. (No, we didn’t think so.)
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This month, we look at why you need a customized estate plan, 5 myths of estate planning, and new IRS procedure that could reduce or eliminate your estate tax liability.   
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Update: We strongly suggest you NEVER do a direct IRA rollover. What are the hazards? Our latest alert explains the risks you could be taking.
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Say goodbye to the “use-it-or-lose-it” rule for workplace health FSAs. Find out how new IRS changes to this benefit affect you and your business.
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