McCallister Financial Group

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What is the Most Tax-Efficient way to Take a Distribution from a Retirement Plan

What is the most tax-efficient way to take a distribution from a retirement plan?If you receive a distribution from a qualified retirement plan such as a 401(k), you need to consider whether to pay taxes now or to roll over the account to another tax-deferred plan. A correctly implemented rollover avoids current taxes and allows the funds to continue accumulating tax deferred.PAYING CURRENT TAXES WITH A LUMP-SUM DISTRIBUTIONIf you decide to take a lump-sum distribution, income taxes are due on t
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How to Strategize to Buy Low and Sell High

Rebalancing is the process of realigning the weightings of a portfolio of assets. Rebalancing involves periodically buying or selling assets in a portfolio to maintain an original desired level of asset allocation. This action of rebalancing your portfolio may be a way to help you diversify your portfolio and minimize risk.
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Best! Worst! Delight! Despair!

People have an infatuation with extremes. These are sentiments that may fuel our dreams and inspire works of art. But you do yourself a disservice if you allow superlatives to rule your investing. In investing, if you get caught up in extremes and devalue the effects of time, you risk giving up your greatest edge: a clear-eyed understanding of what's really going on.
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Check the background of this financial professional on FINRA's BrokerCheck