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Non-Qualified Accounts, Retirement Planning, Tax Planning, Bonds, Fixed Income, Options, Stocks, IRA, 401k, Dividends, Portfolio Construction

The 15 Key Factors Influencing Individual Portfolio Construction

Constructing a portfolio is much like tailoring a suit. Just as measurements, fabric choice, and occasion matter for a...
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Advanced Planning, Income Planning, Tax Planning, IRA, 403b, 401k

Strategic Retirement: Roth Conversions for Tax Reduction

Roth conversions present an essential, yet often overlooked, strategy for prudent financial planning. This process...
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Retirement Planning, Income Planning, Tax Planning, IRA, 403b, 401k

Understanding Required Minimum Distributions

Introduction A Required Minimum Distribution (RMD) is a term many Americans become familiar with as they approach...
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