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Tax Planners

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Your Profession is changing... Are you keeping up?

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Don't attract "more" clients... Attract "Mega" clients!

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Change doesn't happen by accident.

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Change doesn't happen alone.

 

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Business Owners

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Are you a "successful" business owner?

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Are you interested in keeping more of what you've earned for your family?

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Create a plan that maximizes your family's financial outcome.

 

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MALONE INTEGRATION GROUP

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Delivering DRAMATICALLY MORE VALUE to Business Owners!

The accounting profession is under more pressure to change than ever before in history. While lower-end financial reporting is quickly becoming commoditized by algorithmic software and discount chains, many tax professionals are needing to become the most trusted business adviser for their best clients. However, most tax practices are ill-equipped for such a potentially expensive task. Meanwhile, many regional firms think they are adding value simply by establishing an asset management component (another burdensome & commoditized service) to their firm.

The Malone Integration Group brings together arguably the most experienced & tested specialists from across the nation to deliver comprehensive institutional planning strategies for the tax professional. M.I.G. streamlines the planning and implementation of advanced strategies to deliver dramatically more value to business owners.

Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Lease Payment

How much would your monthly lease payment be?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck