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Retirement Accounts

Individual Retirement Accounts are becoming a popular way for people to save money for retirement. Two types of IRAs are Traditional and Roth, each type of account has their own specific benefits if properly used within your financial plan. We can help you understand why you may need an IRA, and which one can help you reach your financial goals.

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What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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Tuning Your Social Security Benefit

When should you take your Social Security benefit?
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