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US Planning Group - A New York Corporation Brochures


  • Reality Check
  • The Six Steps
  • Wealth Management Process
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  • Personal Finance
Personal Finance
  • Federal Estate Tax Retroactively Reinstated
  • Mandatory Health Insurance Overview
  • Free Choice Vouchers
  • New Credits for Hiring Veterans
  • Excise Tax on High-Cost Employer-Sponsored Health Coverage
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  • Education Planning
  • TAX BREAKS FOR EDUCATION & STUDENT AID INFORMATION
  • Deduction for Higher Education Interest
  • Home Equity Can Provide Funds for Children's Education
  • Use Appreciated Stock to Fund Obligations
  • Qualified Tuition Programs - Section 529 Plans
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US Planning Group - A New York Corporation •  450 Seventh Avenue, Suite 2600  •  New York, NY 10123
Phone: 212.660.7401 •  Fax: 212.660.7422

Securities and Advisory Services offered through Private Client Services, LLC. Member FINRA, SIPC  and a Registered Investment Adviser.  Private Client Services, LLC and US Planning Group - A New York Corporation are unaffiliated entities.

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