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Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Death is No Excuse. What is the Value of Your Business? Even ...

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Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck. Bridging the Confidence Gap. In the world of finance, the effects of the confidence gap can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Death is No Excuse. What is the Value of Your Business? Even ...

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Home | KAS Investment Services, Inc. | kasinvest.com Reviews

https://kasinvest.com

Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Death is No Excuse. What is the Value of Your Business? Even ...

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kasinvest.com

1

Insurance | KAS Investment Services, Inc.

http://www.kasinvest.com/resource-center/insurance

KAS Investment Services, Inc. Why SII Investments, Inc? How SII helps us help you. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death. The Other Sure Thing. How to he...

2

Inflation and Your Portfolio | KAS Investment Services, Inc.

http://www.kasinvest.com/resource-center/investment/inflation-and-your-portfolio

KAS Investment Services, Inc. Why SII Investments, Inc? How SII helps us help you. Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. Mutual Funds vs. ETFs. Exchange-traded funds have some things in common with mutual funds, but there are differences, too. Keys to Investing for Retirement. 1260 Centennial Centre Boulevard. Representati...

3

Glossary | KAS Investment Services, Inc.

http://www.kasinvest.com/tools/glossary

KAS Investment Services, Inc. Why SII Investments, Inc? How SII helps us help you. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index....

4

Tax | KAS Investment Services, Inc.

http://www.kasinvest.com/resource-center/tax

KAS Investment Services, Inc. Why SII Investments, Inc? How SII helps us help you. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Will You Pay the AMT? Despite recent tax-law changes, many Americans are expected to pay the AMT this year. Use this calc...

5

Sit, Stay, Rollover: A Guide to IRA Rollovers | KAS Investment Services, Inc.

http://www.kasinvest.com/resource-center/retirement/sit-stay-rollover

KAS Investment Services, Inc. Why SII Investments, Inc? How SII helps us help you. Sit, Stay, Rollover: A Guide to IRA Rollovers. If you have a 401(k) with a former employer, you may want to consider an IRA rollover. Retiring the 4% Rule. A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Social Security Benefits: How Much Will I Receive. Calculating your potential Social Security benefit is a three-step process. 1260 Centennial Centre Boulevard.

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Home | KAS Investment Services, Inc.

Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Death is No Excuse. What is the Value of Your Business? Even ...

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