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Financial Fitness Academy Thinking Outside the Box What’s your probability of Retiring Comfortably? Check Out Our Recent Book

Retirement should not be about sacrifice...

We will guide you through the many retirement planning concerns of today and help turn ideas into action.

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It’s always a good idea to begin to prepare for your future. Gate City Advisors can help you begin to plan for your future with retirement plans. Our professionals will guide you through this perplexing process by providing a one-on-one consultation when you sign up for our corporate retirement plans or individualized ones. We’ll also come talk to your business when you decide on hiring Gate City Advisors for your 401(k)s. We set our company apart because we strive to not only sign you up for a retirement plan, but ensure you understand what you are signing up for. Whether you’re interested in retirement plans as a corporation or as an individual, Gate City Advisors will strive to make sure your future is bright.

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If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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What can be learned from the savings rate?

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

 

How to Appeal Your Property Taxes

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Comparing Investments

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Assess whether you are running “in the black” or “in the red” each month.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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A presentation about managing money: using it, saving it, and even getting credit.

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Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Retirement Redefined

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The Power of Tax-Deferred Growth

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