Good Money: Your guide to financial planning & socially responsible investing
RETIREMENT PLANNING OPPORTUNITIES & CHANGES for 2009-2010
By: Judith L. Seid, CFP ®
President, Blue Summit Financial Group
December 2009 (La Mesa) -- Below is a brief discussion of some of the major opportunities available for you now and in 2010. A check-up with your tax professional, and/or financial advisor is wise to ensure that you are taking advantage of all great tax and retirement planning strategies given your individual situation.
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