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ETFExclusive: The Exchange Traded Funds Model Portfolios Site provided by STAAR Financial Advisors, Inc.
The STAAR Funds: A unique family of mutual funds managed by STAAR Financial Advisors, Inc. Maximum diversification with maximum simplicity. For prospectus and information go to www.staarfunds.com.
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2009-11/16 STAAR Strategies Report - End Year Planning
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Year-end is approaching fast. This is a good time to check your year-end planning. CASH FLOW PLANNING. TAX PLANNING. Contributions to Retirement Plans. Contributions to Health Savings Accounts. Tax breaks for individuals scheduled to expire after December 31, 2009. Capital Gains. Accelerate or Defer Deductible Expenses, including Charitable Gifts. INVESTMENT PLANNING.
INSURANCE PLANNING. BUSINESS PLANNING. |
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