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Margaret R. Seabrooke, CPA, CFP®

Newsletter Articles

*NEW* Second Quarter 2014 - IRS Issues IRA Rollover Warning

September - IRA News and Tips

September - Tax Tip (IRA Charitable Rollovers)

October - Avoiding Financial Catastrophe

October - Tax Tip (IRS Publication 584: Casualty, Disaster and Theft Loss Worksheet)

November - IRA News and Tips

November - Tax Tip (529 College Savings)

December - Check Your Life Insurance

December - Tax Tip (Steps to Cut Your 2011 Taxes)

January 2012 - IRA News and Tips

January 2012 - Tax Tip (IRS Releases 2012 Numbers)

February 2012 - What Beneficiaries Need to Know

March 2012 - Understanding Indexed Universal Life Insurance

March 2012 - Tax Tip (2013 Tax Provisions)

April 2012 - Tax Tip (Social Security: Medicare Premiums)

May 2012 - Self-Made Pensions

July/August 2012 - IRA News and Tips

July/August 2012 - Tax Tip (Wedding Bells Ringing?)

September/October 2012 - A Different Strategy This Year?

January/February 2013 - IRA News and Tips

January/February 2013 - Tax Tip (Fiscal Cliff)

November/December 2013 - Higher Taxes in 2013

LPL Financial Form CRS

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. 

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, FL, GA, MA, MD, NC, NJ, NV, NY, PA, RI, SC, TX, VA

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