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Investment Management
Prioritize Your Retirement: Why It Matters More Than Your Kid’s College Savings!
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You Should Not Have an IRA as a High-Income Earner!
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Lower Your Tax Bill Using A Donor Advised Fund (DAF) – Live Case Study!
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Am I Saving Enough for Retirement (with only a Solo-K)? Live Case Study!
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Roth Conversions and Why They Are Vital. Live Case Study!
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What is a 457(b) Plan & How Does it Work?
While most people are familiar with retirement saving tools like a 401(k) or 403(b), fewer people are familiar with the 457(b) plan. With several different choices available, each more confusing than the other, taking control… Read More
Solo-K vs. SEP IRA, Which is Right for You?
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Retirement Savings Accounts for Physicians in 2024
Everyone knows they need to save for retirement to have any hope of reaching financial independence, but what retirement accounts should physicians be utilizing in 2024? What might not be as clear is what type… Read More
Should I Open A Roth IRA For My Child?
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