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The MPM Group, LLC

1010 Monarch Street, Suite 220
Lexington, KY 40513

Phone:

(859) 223-4973

Fax:

(859) 224-1288

E-mail:

info@thempmgroupllc.com

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Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Disability Income Insurance

How much Disability Income Insurance do you need?

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