May 2013

• From Bear Market to Bull Market
  • Absorbing future shocks
    • Diversify
    • Invest Regularly
    • Allocate and rebalance
    • Use tax tactics
• New In-Plan Conversions
  • New Opportunity
  • Balancing the brackets
• Using the Work Opportunity Tax Credit
  • Taking Credit
  • Hiring Veterans
  • Hiring members of needy families