Robert T. Green C.P.A. P.C.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

 

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International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

 

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The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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Estimate how much of your Social Security benefit may be considered taxable.

A Look at Systematic Withdrawals

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Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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