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Money Matters: Total Return Investing Versus Income Portfolio

June 05, 2024 by Scott Oeth in Home, Wealth Mgmt & Invmt Strat

In this month’s edition of “Money Matters,” Scott talks about why it is important, particularly for retirees, to consider a total return investing approach, rather than only an income portfolio approach, in their financial management plan.

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June 05, 2024 /Scott Oeth
total return investing, income portfolio, bond investment, stock dividends, bond dividends, Money Matters, WTIP
Home, Wealth Mgmt & Invmt Strat
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Money Matters: Secure Act 2.0 & Stock Dividends

February 01, 2023 by Scott Oeth in Wealth Mgmt & Invmt Strat, Home, WTIP "Money Matters"

In this month’s edition of “Money Matters,” Scott discusses stock dividends and the tax implications of the recently passed Secure Act 2.0.

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February 01, 2023 /Scott Oeth
Secure Act 2.0, Secure 2.0, stock dividends, dividend tax, taxes and stock dividends, Secure 2.0 tax implications
Wealth Mgmt & Invmt Strat, Home, WTIP "Money Matters"
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Phone: 952-926-1659 or 888-240-6603

Address: 7261 Ohms Lane, Edina, MN 55439