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Monthly News & Updates

 

November 2024

 

Estate Taxes: What EVERYONE Should Know

Most taxpayers ignore the federal estate tax, thinking they will never be touched by it. Unfortunately, you do this at your own peril. Why? Because states often have this tax AND politicians have a habit of frequently changing the rules. The most recent change is scheduled to take place after 2025. The best approach for all taxpayers is to understand the basics of the estate tax. Here is a quick summary of common questions you should be able to answer.

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Tax Deductions for Non-Itemizers


All Americans are now allowed to withdraw up to $1,000 every year from retirement accounts to pay for a broad range of emergency expenses. There are several reasons, however, why you should avoid tapping your retirement accounts at all costs.

Reasons to leave retirement funds alone......


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Are you Making These Mistakes with your IRA?

If you have an IRA account you may be making big mistakes taht could cost you thousands. We have published a

FREE REPORT

"Common IRA MIstakes".



In this exclusive report, you’ll learn why your IRA may be your biggest retirement liability. And, if it is, you’ll learn what you can do about it. In the next few pages you’ll also learn the real truth about IRA investing. You’ll even discover some of the IRA tax traps that snare many people. You may also learn how to save tens or even hundreds of thousands of dollars in taxes on your IRA over your retirement.

GET YOUR REPORT HERE
 

THE "TRUTH" ABOUT LIFE INSURANCE


Life Insurance is our specialty. Many families are underinsured or not insured at all. Many people don't even know where to start. We have prepared an exclusive 


FREE REPORT " The Truth About Life Insurance".

This REPORT will give you valuable information about Life Insurance and it's huge importance for your financial security. Click Here and You will have INSTANT ACCESS to this exclusive report. Please let us know if you have any questions 401-864-0738..

Fred Sundin

President

Sundin Financial Group

sundinfinancial@yahoo.com

401-864-0738

 
 
 
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