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Retirement
The Power of a Roth Conversion

The Power of a Roth Conversion

Saving for retirement takes time, diligence, and wise decision-making.  This includes making smart tax investment strategies part of your planning.  The more you get to keep after-taxes has a large impact on the...

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The Benefits of a Solo 401(k)

The Benefits of a Solo 401(k)

As true wealth managers, we are always looking for potential strategies to help our clients with their current objectives as well as their long-term goals. One of the many areas that we help with is year-end tax...

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