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Larry Takahashi, CFP®, AIF®. Independent Financial Advisor and CERTIFIED FINANCIAL PLANNER (tm) Professional

Larry Takahashi, CFP®. CERTIFIED FINANCIAL PLANNER (tm) Professional. Fee-based independent financial advisor. Retirement planning and investment management. Larry Takahashi Financial Services, Torrance, CA.

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Larry Takahashi, CFP®, AIF®. Independent Financial Advisor and CERTIFIED FINANCIAL PLANNER (tm) Professional | larrytakahashi.com Reviews

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Larry Takahashi, CFP®. CERTIFIED FINANCIAL PLANNER (tm) Professional. Fee-based independent financial advisor. Retirement planning and investment management. Larry Takahashi Financial Services, Torrance, CA.

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Videos : Larry Takahashi, CFP®. Independent Financial Advisor and CERTIFIED FINANCIAL PLANNER (tm) Professional

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Larry Takahashi, CFP , CPA/PFS. Markets at a Glance. The Retirement Income Factor. What Is Investment Risk? Do You Know Who Your Beneficiaries Are? Protecting Your Dependents with Life Insurance. The Value of a Bond. What Would Happen to Your Estate? Certified Financial Planner Board of Standards Inc. owns the certification marks CFP. CERTIFIED FINANCIAL PLANNER , CFP. With plaque design) and CFP. And investment advisory services offered through H. Beck, Inc., Member, FINRA.

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Tax Library : Larry Takahashi, CFP®. Independent Financial Advisor and CERTIFIED FINANCIAL PLANNER (tm) Professional

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Larry Takahashi, CFP , CPA/PFS. Markets at a Glance. Welcome to our tax library! We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. Simply click on one of the topics below and you'll find a selection of tools and information related to taxes and tax strategies. Access IRS tax forms. Find your tax rate. Tax terms from A to Z. View key dates for the upcoming tax season. Educate yourself on tax-advantaged investing. Of this financial pr...

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Glossary : Larry Takahashi, CFP®. Independent Financial Advisor and CERTIFIED FINANCIAL PLANNER (tm) Professional

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Larry Takahashi, CFP , CPA/PFS. Markets at a Glance. Adjusted Gross Income (AGI). An interim calculation in the computation of income tax liability. It is computed by subtracting certain allowable adjustments from gross income. A person appointed by the court to settle an estate when there is no will. The return from an investment after the effects of taxes have been taken into account. Anything owned that has monetary value. The process of repositioning assets in a portfolio to maximize potential return...

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Roth IRA Conversion

http://www.larrytakahashi.com/learning_center/calculators/roth_ira_conversion

Printed from: www.larrytakahashi.com. Larry Takahashi Financial Services. 3812 Sepulveda Blvd., Suite 480, Torrance, CA 90505. Should You Convert Your Traditional IRA to a Roth IRA? One issue to consider is that if you convert your traditional IRA to a Roth IRA, you will owe current federal income tax on the amount you convert. When Congress created the Roth IRA, millions of Americans who already had traditional IRAs faced a new decision: “Should I convert to a Roth IRA? After-tax value — Roth IRA:.

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Loan Payoff

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Printed from: www.larrytakahashi.com. Larry Takahashi Financial Services. 3812 Sepulveda Blvd., Suite 480, Torrance, CA 90505. What’s the True Cost of the Loan You Are Considering? Keep in mind that interest rates will vary depending on the product (house, boat, car, etc.) and your credit rating. Term of the loan (in months):. Assuming the interest is tax deductible, your tax savings would be:. Loan Balance Over Time. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP.

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Larry Takahashi, CFP®, AIF®. Independent Financial Advisor and CERTIFIED FINANCIAL PLANNER (tm) Professional

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