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Tax Efficiency: It’s Not What You Earn; It’s What You Keep

As a general rule, the more money you make, whether in work generated income or… Read More

07
Apr
A Better Way to Give: Donor Advised Funds Auditing Your Donors to Maximize Donations for Your Not-For-Profit
March 2, 2020

Many people believe in giving back, but under the new tax laws, it may not… Read More

How Will the SECURE Act Change the Way You Plan for Retirement?

On December 20th, 2019, new legislation was signed into law as part of a larger… Read More

12
Feb
Student Loan Repayment as Employee Benefit

According to recent statistics, there are now more than 44 million unique borrowers who collectively… Read More

14
Jan
Do You Know Where Your Money is And What it is Doing?

As 2019 closes and a new year starts with a fair amount of uncertainty, it… Read More

20
Dec
Mega Backdoor Roth Conversion Primer

Background There is growing interest in a design strategy known as the Mega Backdoor Roth… Read More

05
Nov
Medicare Coverage: What to Expect, How to Enroll, and Will you Need Supplemental Plans for Retirement

/// Posted byAviva Sapers & Peter Stoner Whether your 65th birthday is fast approaching or… Read More

02
Oct
Why Retirement Planning Must Account for the Rising Cost of Healthcare

For most Americans in 2019, the idea of retirement is associated more with a sense… Read More

03
Sep
Why a Family Succession Plan is Important

It’s a storyline played out in best-selling books, movies and TV dramas:  the successful family… Read More

06
Aug
Roth Conversions for Retirement

On average, Americans are living longer than ever before. This reality has complicated the planning… Read More

02
Jul
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Sapers & Wallack, Inc.

275 Washington Street, Suite 110
Newton, MA 02458
T: 1-617-225-2600 • F: 1-617-830-5521

Securities offered through Lion Street Financial, LLC (LSF), member FINRA/SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC (LSA) and Csenge Advisory Group, LLC. LSF and LSA are not affiliated with Sapers & Wallack or Csenge Advisory Group.

This site is published for residents of the United States only. Registered Representatives of Lion Street Financial, LLC and Investment Advisor Representatives of Lion Street Advisors, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Check us out on BrokerCheck.

This website and its content is copyright of Sapers & Wallack, Inc © 2021. All rights reserved.

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  • Individuals
    • Insurance
      • Life Insurance
      • Long Term Care Insurance
      • Disability Insurance
      • Property and Casualty Insurance
      • Medicare
    • Wealth Management
      • Annuities
      • Retirement Planning
      • Financial Planning
      • Charitable Strategies
      • Women Getting Wise About Wealth
  • Businesses
    • Retirement Plans
    • Executive Benefits
    • Group Benefits
    • Business Continuity
    • Business Insurance
    • Charitable Strategies
  • About Us
    • Our Story
    • Our Team
    • Diversity & Inclusion
    • Charitable Initiatives
    • News & Events
    • Careers
  • Learning Center
    • Women Getting Wise About Wealth
    • For Individuals
    • For Businesses
    • For Advisors
    • News & Events
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  • Women & Wealth Fiduciary Briefcase eMoney WellCents

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