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3 Steps to a Solid Financial Foundation in 2021

In many ways, 2020 may have been the “reset” we needed in order to become better stewards of our time, talents, resources and relationships. A pandemic, protests, a contentious election, the nearly full shutdown of the world economy, school and work from home, nearly all public activities a …
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In the News

3 Roth Conversion Traps To Avoid After The SECURE Act

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
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