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2nd Quarter 2017 Client Tax Letter

April 2017

BSLR Client Tax Letter Q2, 2017This issue includes articles on the following topics:

  • Be Cautious With Hard-to-Value IRAs
  • Drawing Down Your Portfolio in Retirement
  • How Investments in Gold Are Taxed
  • Foreign Stock Funds Can Be Doubly Taxing
  • Profit Sharing Plans for Your Small Business

Click here or on the image at right to download this issue.  Also check out the Client Resource companion piece for this issue.

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New Shareholders; New Name!

We are pleased to announce that effective January 1, 2024, we have changed our name from BLSR to Balsamo, Lutters, Renna and Rosensteel, P.A.