Key Financial Data for 2019 Including Tax Cuts and Jobs Act of 2017 – Free Download

The Tax Cuts and Jobs Act of 2017 reduces tax rates on individuals and increases the standard deduction among other changes. Successful Portfolios is pleased to present our popular fact sheet, Key Financial Data for 2019. This handy and concise tax reference covers many items affecting your finances, including:

Key Tax and Financial Data for 2015 Fact Sheet – Free Download

Successful Portfolios is pleased to offer our Key Financial Data for 2015 Fact Sheet, available here as a free download pdf.  This handy fact sheet includes tax tables and retirement account contribution limits. Be sure to check back for updates as they become available. Please call Successful Portfolios at (727) 744-3614 if you have any questions.

What’s to like about Closed End Funds (CEFs)?

Unlike ETFs, Closed End Funds generally have no preset process or mechanism for creation and redemption of shares. Instead, when an investor wants to buy or sell he must do so in the open market. As a result CEFs often trade at a discount to net asset value. A substantial discount can represent a favorable opportunity to invest.