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Options For Appreciated Stock

If you have a large number of shares with appreciated value, you may be wondering what you can do with them. In BlueSky's first video blog, Bronwyn Shone, CFP® discusses four ideas to deal with appreciated shares of stock.

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IRAs – What’s not to love?

Most everyone is familiar with their advantages: typically, a contribution is an above-the-line tax deduction, and all income and capital gains inside the IRA are tax-free. But like any wonder drug, there are some side-effects, some reasons why IRAs don’t work for everyone’s plan. Here’s what IRAs should have on their warning label:

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Pension Webinar Course - Session 4: Ins and Outs of a Defined Benefit Plan

Does your small business meet the requirements for a Defined Benefits Plan? Find out in this webinar with David Blain, CFA, author of Invest in Your Life, Not Just Your Portfolio, CEO and Founder of BlueSky Wealth Advisors as he discusses the two main types of Defined Benefits Plans and who is eligible for each.

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