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Core Values

As we age, we are increasingly confronted by those younger who insist on pointing out “things have changed,” and they, as part of the younger generation (which they take pride in telling us we are not), know a better way to go about planning for the future than we do. While certainly, there are new […]

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IRA Conversion 

Conversions of a traditional IRA to a Roth can differ individual to individual, even where the same sum of money is involved. Let’s take, for example, two individuals, each with $100,000 in a traditional IRA, that the funds were identically invested and would double over 10 years. The tax rate was posed to be 30%.

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Retirement in Stages

One way to approach retirement is to think of it in stages. While retirement might seem like the final step of a journey, your goals and lifestyle will likely continue to evolve, and your income strategy should reflect that. For example, consider looking at your retirement in five-year stages; can you meet your income needs

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