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 Featured Articles


The Year of ROTH IRA Conversions 

This surge in interest about Roth IRA conversions is hardly surprising considering that starting in 2010, all taxpayers, regardless of income, are eligible to convert tax-deferred retirement assets to a Roth IRA. Prior to the change, the law prevented taxpayers with household incomes above $100,000 from converting assets to a Roth IRA.

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Getting the Right Mix 

It can be difficult to avoid emotional reactions to changes in the market, but a carefully considered long-term asset allocation strategy may help your retirement portfolio better endure volatility.

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New Year: Check and (Re)Balance

Even if you have gotten a bit jaded about making new year’s resolutions, don’t let it stop you from doing what you need to achieve your financial goals.

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Mark Your Calendar  

When we’re young, age tends to define us. As adults, we may try to ignore our ages or keep them secret. But once we approach the end of our working years, birthdays take on a renewed importance.

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Ready or Not, You're Retired 

It has become commonplace for people to retire at a younger age than they originally planned. In 2009, a whopping 47% of retirees left the workforce earlier than they expected.

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Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

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Important Information You Need to Know About Opening A New Account

To help the government fight the funding of terrorism and money laundering activities, federal law requires financial institutions to obtain, verify, and record information that identifies each person who opens an account.

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Lesko Financial Services, Inc.
53 Chenango St, 2nd Floor, Binghamton, NY 13901
(607) 724-2421 • (800) NY-LESKO • Fax: (607) 724-2467
 

 
 
 
 
 
 
info@leskofinancial.com

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