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No content published as part of the CAIM LLC blog constitutes a recommendation that any particular investment, security, portfolio of securities, transaction or investment strategy is suitable for any specific person. To the extent any of the content published as part of the blog may be deemed to be investment advice, such information is impersonal and may not necessarily meet the objectives or needs of any specific individual or account, or be suitable advice for any particular reader. Each reader agrees and acknowledges that any specific advice or investment discussed in the blog must be independently evaluated by the reader and his or her adviser in view of the reader's investment needs and objectives.

The Estate Tax & Lifetime Gifting

February 26, 2015

 

Ways to lessen the tax burden so that heirs are not encumbered by a large estate tax.
Read More Here: The Estate Tax & Lifetime Gifting





New Rules & Regs for IRAs, Social Security, Medicare & Taxes in 2015

February 26, 2015

 

Important changes and updates are afoot in the areas of IRAs, Social Security, Medicare and taxes that may affect how you manage your money in 2015.
Read More Here: New Rules & Regs for IRAs, Social Security, Medicare & Taxes in 2015





 
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