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January 2009 What Can You Do When the Market Has Fallen? Here are four concrete things you can do now to take advantage of lower stock prices: buy more stocks through your IRA or retirement plan, sell non-retirement investments that have not performed well to generate a capital loss for present and future tax benefits, convert your IRA to a Roth IRA while taxes are lower, and gift more shares of stock to relatives. For more information on this topic go to: http://blog.lib.umn.edu/learning/financialplanning. Mark Fischer, Certified Financial Planner Securities offered through Multi-Financial Securities Corporation, member FINRA, SIPC. Fischer on Finance, LLC is not affiliated with Multi-Financial Securities Corporation. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. |
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Financial Planning and Advisory Services provided through Fischer On Finance, a Registered Investment Advisor. Securities offered through Multi-financial Securities Corporation (MFSC) |
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