Posts tagged ‘IRA’

Skiing down a hill

Need a lift? A financial professional can help!



Skiing: the art of catching cold and going broke while rapidly heading nowhere at great personal risk. ~Author Unknown Earlier this spring, I had an opportunity to take my first ski vacation in Colorado which, at the time, seemed like a great opportunity.  I mean, how could I pass up the…

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Dodge the Tax Torpedo



Your clients plan for their golden years. But those unaware of the Social Security “tax torpedo” could see their plans taking on water.

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