Ready, Set, Retire!Ready, Set, Retire!

To Roth or Not to Roth - That is the Question!

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Kiplinger says Roth accounts are a “no-brainer” for young people.  But for those of us who are a little older, it says we should “slow our roll” and get some advice from a professional.  What sorts of things do you consider when you’re helping a client decide whether a Roth rollover makes sense for them?

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Ready, Set, Retire!

Planning for retirement is not a guessing game. Now is the time to plan! What have you done to prote 
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