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Roth IRA

A Roth IRA’s Many Benefits

A Roth IRA’s Many Benefits Why do so many people choose them over traditional IRAs? The IRA that changed the whole retirement savings perspective. Since the Roth IRA was introduced in 1998, its popularity has soared. It has become a fixture in many retirement planning strategies because it offers savers so many potential advantages. The...
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Taxes & Social Security in Retirement Copy

Attend this seminar and learn about: Understand the official new tax reform rules and their impact on your retirement Ways to potentially protect yourself against volatile market conditions The changing rules for a retiring generation of baby boomers How lost deductions may affect your taxes in retirement Common misconceptions about taxes in retirement Possible tools and...
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Taxes & Social Security in Retirement

Attend this seminar and learn about: Understand the official new tax reform rules and their impact on your retirement Ways to potentially protect yourself against volatile market conditions The changing rules for a retiring generation of baby boomers How lost deductions may affect your taxes in retirement Common misconceptions about taxes in retirement Possible tools and...
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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...
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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