Grace Wealth Management Group, Inc.

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A charitable remainder trust allows you to convert an appreciated asset into lifetime income. http://ow.ly/2YtV50CwXg7

People usually start thinking about taxes in February and forget about them completely once their return is filed a month or two later. If you want to minimize your tax liability, though, it is important to keep taxes in mind year-round. http://ow.ly/9QY650CwXf4

Are you nearing retirement or already retired? Consider withdrawing money from an IRA for retirement expenses before you tap Social Security. That will lessen how much of your IRA funds will be part of your combined income. http://ow.ly/J9pp50CwXaa

Some retirees are surprised when they learn their Social Security retirement benefits can be taxed. http://www.financialadvisorirvine.com//how-to-save-taxes-o