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The Opportunity to Build a Big (Really Big) Retirement Account (1)
Solo 401K

Maximizing Retirement Savings with a Solo 401(k): Opportunity to Build a Big (Really Big) Retirement Account

A Solo 401(k) is one of the fastest ways to grow a large retirement account for yourself and your family. Solo 401(k)s of a million ...
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Penalty Free Early Distributions from a Roth IRA
Investor Education

Penalty Free Early Distributions from a Roth IRA

The Powerful Roth IRA If you have listened to our videos or webinars or read a previous blog, you know we are fans of the ...
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When is the best time to convert a Traditional IRA to a Roth IRA
Roth Conversion

When Is the BEST Time to Convert a Traditional IRA to a Roth IRA?

Converting to a Roth IRA   Let’s Do This Together There is an election coming up in November. Eventually, Congress will wake up to the ...
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Time is Short for Reducing your tax bill
Taxes

Time Is Short for Reducing Your Tax Bill

We know most 2022 income tax planning must be completed by December 31, 2022. However, there is one 2022 income tax reduction method you can ...
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Surprising income tax trap
Investor Education

Surprising Income Tax Trap

Here’s how it happens. Let’s assume you personally, or your 401(k) at work, invested in XYZ fund in January 2022. Today, you see that XYZ ...
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