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Recent legislation now offers the 529 College Savings Plan which allows the donor to make substantial contributions to a savings plan designed to pay educational expenses.
The benefit of this plan is that money accumulations and withdrawals for education are tax free.
Contrary to its title, this fund is not only applicable to college; it can be used for trade schools and other recognized educational institutions.
Estate planning is a key component in planning for the future security of your heirs.
Thomas B Hammond can help you implement strategies that will maximize the value of your estate by reducing estate taxes and assure proper asset distribution.
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While your employer may provide a retirement plan, it is important to maintain and coordinate your employee plan with a personal retirement plan. Through proper planning, your retirement savings can stay with you regardless of employment transitions. Once you’ve coordinated your retirement plan, you can invest your saving appropriately to meet your personal investment risk strategy. From the following options, Thomas B Hammond may help you choose an effective retirement plan for you:
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We develop unique and personalized strategies which will help you accomplish your financial and business goals. Click here for more information.
4125 Temescal Street, Suite A
Fair Oaks, CA 95628
(916) 536-1384 office
(916) 536-1394 fax
