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Author Archives: Lewis Robinson
Tax Effective Charitable Gifting
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Retirement Planning for Wives
Retirement Planning for Wives Click on title for article
Take the Financial Compatibility Test for Couples: How Do You Match Up?
Click on Link Below: Take the Financial Compatibility Test for Couples: How Do You Match Up?
Posted in Retirement Tips
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Living Trusts: Do I Need One?
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Posted in Radio Programs
Tagged Financial Advisor, Irrevocable Trust, Living Trusts, Probate estate, Revocable Trusts
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Thoughts on Stock & Bond Markets & Economic Outlook
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Posted in Radio Programs
Tagged Bonds, CFA, CPA, Investments, Lewis Robinson, Marshall Bolden, Muni Bonds, Stocks
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Trusts as Beneficiaries of IRAs
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Posted in Radio Programs
Tagged Beneficiaries, Financial Advisors, IRAs, Retirement Planning, Trusts
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Non-deductible IRAs and Roth Conversions
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Tax Rules On Early Withdrawals From Retirement Plans
Click on the link below for the March 28, 2013 Lewis Robinson’s Focus Report March 28, 2013 Focus Report




