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IRA Exit Strategy

Taxes, Taxes, Taxes

Smart Financial Invites you to  Sm​art Lunches with Craig​ The Impact of Taxes in Retirement This quarter we will be discussing the following:​ Have you reviewed your IRA exit strategy? Do you have one? You know Roth IRAs are tax-free, but are they right for you? Are you even eligible? Information about Trump’s new tax...
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Smart Lunches with Craig – Taxes, Taxes Taxes

Smart Financial Invites you to Sm​art Lunches with Craig​ The Impact of Taxes in Retirement This quarter we will be discussing the following:​ Have you reviewed your IRA exit strategy? Do you have one? You know Roth IRAs are tax-free, but are they right for you? Are you even eligible? Information about Trump’s new tax...
Read More