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Creative Financial
Professionals

4500 Westgrove Suite 356
Addison, TX 75001

Phone:

972-380-0063 Toll Free: 800-529-5740

Fax:

972-380-0097

E-mail:

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Flipbooks

You can review interesting Flipbooks on my site.

Contact Us

Please feel free to contact us with any questions.

Calculators

You can review interesting calculators on my site.

Flipbooks 2

You can review interesting Flipbooks on my site.

Contact Us 2

Please feel free to contact us with any questions.

Calculators 2

You can review interesting calculators on my site. 

Flipbooks 3

You can review interesting Flipbooks on my site.

Contact Us 3

Please feel free to contact us with any questions.

Calculators 3

You can review interesting calculators on my site.

Neil H. Resnik, LUTCF

Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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Describes how Roth accounts can generate tax-free retirement income.

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Encourages planning for financial impact of a cancer diagnosis.

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Reviews the downgrade from Aaa to Aa1 and possible market effects.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

How Long Will It Take to Pay my Balance?

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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