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4 Investment Accounts You Need to Have
What investment accounts are available for me? What are the tax consequences of investing? Planning your investments to build a retirement fund can be a dizzying prospect. The various questions, options, details, accounts, and amounts are enough to make anyone’s head spin. It is important to work with an investment coach that can understand your…
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Investment Accounts 101
Planning your investments to build a retirement fund can be a dizzying prospect. The various questions, options, details, accounts, and amounts are enough to make anyone’s head spin. Wouldn’t it be nice if there was a generic recipe for success? A nice neat list of step by step instructions on how to make the best…
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Tax Time IRA Answers
Let’s take down the age old question of “Should I invest in a Roth IRA or a Traditional IRA?” Before I jump into this, you must know that neither one is a bad choice, and it all depends on your situation and goals. Both accounts are considered “Qualified Accounts”, meaning they have tax advantages over…
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IRAs/401(k)s/403(b)s
Could An IRA, 401(k), Or Any Other Qualified Plan Be Your Only Retirement Savings Solution? Absolutely not, here is the problem… The money in your IRA/401(k) or other qualified plans is not all yours! As much as 40% of it (maybe more) belongs to the government because your invested money is ONLY tax-DEFERRED, not tax-EXEMPT. …
